Interact to see
Advertisement
Advertisement
SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQBFX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBIAX commentary
Jul 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SQBFX is a Hold and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. SQBFX (72.5M). VBIAX pays higher dividends than SQBFX: VBIAX (2.09) vs SQBFX (1.70). SQBFX was incepted earlier than VBIAX: SQBFX (6 years) vs VBIAX (25 years). SQBFX (2.66) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. SQBFX (19.58). VBIAX has a lower initial minimum investment than SQBFX: VBIAX (3000) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 11.52 vs. VBIAX (6.48). SQBFX return over 5 years is better than : 49.79 vs. VBIAX (34.25).
| SQBFX | VBIAX | SQBFX / VBIAX | |
| Total Expense Ratio | 2.66 | 0.07 | 3,800% |
| Annual Report Gross Expense Ratio | 2.66 | 0.07 | 3,800% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 5.261 | 4.247 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 56.6B | 0% |
| Annual Yield % from dividends | 1.70 | 2.09 | 81% |
| Returns for 1 year | 11.52 | 6.48 | 178% |
| Returns for 3 years | 39.46 | 28.53 | 138% |
| Returns for 5 years | 49.79 | 34.25 | 145% |
| Returns for 10 years | N/A | 87.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement