Ad is loading...
SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$13.96
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets61.73M
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
SQBFX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBIAX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. SQBFX (61.7M). 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 : 16.08 vs. VBIAX (12.42). SQBFX return over 5 years is better than : 42.04 vs. VBIAX (28.95).
| 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 | 2.346 | 1.361 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.7M | 57.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 16.08 | 12.42 | 129% |
| Returns for 3 years | 19.58 | 7.75 | 253% |
| Returns for 5 years | 42.04 | 28.95 | 145% |
| Returns for 10 years | N/A | 84.29 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers