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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$15.50
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets86.39M
Vanguard Balanced Index I
Price$52.43
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets61.23B
SQBFX vs VBAIX Comparison Chart in %
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SQBFX vs. VBAIX commentary
Jan 15, 2026
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 VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. SQBFX (86.4M). VBAIX pays higher dividends than SQBFX: VBAIX (2.08) vs SQBFX (1.60). SQBFX was incepted earlier than VBAIX: SQBFX (6 years) vs VBAIX (25 years). SQBFX (2.66) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. SQBFX (19.58). SQBFX has a lower initial minimum investment than VBAIX: SQBFX (5000) vs VBAIX (5000000). SQBFX annual gain was more profitable for investors over the last year : 16.27 vs. VBAIX (10.45). SQBFX return over 5 years is better than : 42.80 vs. VBAIX (24.43).
| SQBFX | VBAIX | SQBFX / VBAIX | |
| Total Expense Ratio | 2.66 | 0.06 | 4,433% |
| Annual Report Gross Expense Ratio | 2.66 | 0.06 | 4,433% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.538 | 1.197 | 296% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 61.2B | 0% |
| Annual Yield % from dividends | 1.60 | 2.08 | 77% |
| Returns for 1 year | 16.27 | 10.45 | 156% |
| Returns for 3 years | 44.11 | 32.41 | 136% |
| Returns for 5 years | 42.80 | 24.43 | 175% |
| Returns for 10 years | N/A | 109.69 | - |
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