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SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$13.90
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets67.77M
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
SQBFX vs VBIAX Comparison Chart
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SQBFX vs. VBIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.5B vs. SQBFX (67.8M). VBIAX pays higher dividends than SQBFX: VBIAX (1.98) vs SQBFX (1.37). SQBFX was incepted earlier than VBIAX: SQBFX (5 years) vs VBIAX (24 years). 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 : 13.84 vs. VBIAX (9.07). SQBFX return over 5 years is better than : 44.25 vs. VBIAX (28.13).
| SQBFX | VBIAX | SQBFX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 3.742 | 1.877 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 58.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 13.84 | 9.07 | 153% |
| Returns for 3 years | 26.90 | 12.92 | 208% |
| Returns for 5 years | 44.25 | 28.13 | 157% |
| Returns for 10 years | N/A | 79.99 | - |
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