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SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$13.76
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets69.79M
Vanguard Balanced Index Adm
Price$48.73
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets56.6B
SQBFX vs VBIAX Comparison Chart
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SQBFX vs. VBIAX commentary
Jun 07, 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 (69.8M). VBIAX pays higher dividends than SQBFX: VBIAX (2.14) vs SQBFX (1.75). 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 : 7.82 vs. VBIAX (4.38). SQBFX return over 5 years is better than : 44.17 vs. VBIAX (28.31).
| 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 | 2.007 | 0.474 | 423% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.8M | 56.6B | 0% |
| Annual Yield % from dividends | 1.75 | 2.14 | 82% |
| Returns for 1 year | 7.82 | 4.38 | 179% |
| Returns for 3 years | 25.42 | 17.27 | 147% |
| Returns for 5 years | 44.17 | 28.31 | 156% |
| Returns for 10 years | N/A | 80.01 | - |
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