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SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$12.90
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets63.27M
Vanguard Balanced Index Adm
Price$44.96
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets55.53B
SQBFX vs VBIAX Comparison Chart
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SQBFX vs. VBIAX commentary
Apr 19, 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: 55.5B vs. SQBFX (63.3M). VBIAX pays higher dividends than SQBFX: VBIAX (2.21) vs SQBFX (1.79). SQBFX was incepted earlier than VBIAX: SQBFX (5 years) vs VBIAX (24 years). SQBFX (2.80) is less costly to investors than VBIAX (0.07). SQBFX is a more actively managed with annual turnover of: 30.18 vs. VBIAX (19.00). 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 : 3.91 vs. VBIAX (1.45). SQBFX return over 5 years is better than : 42.06 vs. VBIAX (28.25).
| SQBFX | VBIAX | SQBFX / VBIAX | |
| Total Expense Ratio | 2.75 | 0.07 | 3,929% |
| Annual Report Gross Expense Ratio | 2.80 | 0.07 | 4,000% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -5.020 | -6.898 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.3M | 55.5B | 0% |
| Annual Yield % from dividends | 1.79 | 2.21 | 81% |
| Returns for 1 year | 3.91 | 1.45 | 269% |
| Returns for 3 years | 13.66 | 4.86 | 281% |
| Returns for 5 years | 42.06 | 28.25 | 149% |
| Returns for 10 years | N/A | 64.38 | - |
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