SQBFX
Price
$14.29
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.16M
VBIAX
Price
$50.72
Change
+$0.18 (+0.36%)
Updated
Jul 25 closing price
Net Assets
58.27B
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SQBFX vs VBIAX

Header iconSQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAXBanner chart's image
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.16M
Vanguard Balanced Index Adm
Price$50.72
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets58.27B
SQBFX vs VBIAX Comparison Chart in %
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SQBFX vs. VBIAX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. SQBFX (73.2M). 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 : 11.64 vs. VBIAX (7.99). SQBFX return over 5 years is better than : 47.61 vs. VBIAX (32.41).
SQBFXVBIAXSQBFX / VBIAX
Total Expense Ratio2.660.073,800%
Annual Report Gross Expense Ratio2.660.073,800%
Fund Existence6 years25 years-
Gain YTD5.8545.036116%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets73.2M58.3B0%
Annual Yield % from dividends1.702.0981%
Returns for 1 year11.647.99146%
Returns for 3 years40.1127.05148%
Returns for 5 years47.6132.41147%
Returns for 10 yearsN/A87.60-
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