Interact to see
Advertisement
Advertisement
SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.7M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
SQBFX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBAIX commentary
Oct 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 VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. SQBFX (77.7M). VBAIX pays higher dividends than SQBFX: VBAIX (2.03) vs SQBFX (1.61). 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 : 10.03 vs. VBAIX (6.48). SQBFX return over 5 years is better than : 46.06 vs. VBAIX (31.29).
| 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 | 10.831 | 9.605 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 61B | 0% |
| Annual Yield % from dividends | 1.61 | 2.03 | 80% |
| Returns for 1 year | 10.03 | 6.48 | 155% |
| Returns for 3 years | 49.07 | 40.54 | 121% |
| Returns for 5 years | 46.06 | 31.29 | 147% |
| Returns for 10 years | N/A | 99.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement