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SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
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.
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).
| 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 | 5.854 | 5.036 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.2M | 58.3B | 0% |
| Annual Yield % from dividends | 1.70 | 2.09 | 81% |
| Returns for 1 year | 11.64 | 7.99 | 146% |
| Returns for 3 years | 40.11 | 27.05 | 148% |
| Returns for 5 years | 47.61 | 32.41 | 147% |
| Returns for 10 years | N/A | 87.60 | - |
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