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SQBFX vs VBAIX
SQBFX vs VBAIX Comparison
Open Charts SQBFX vs VBAIX
X-Square Balanced Fund, LLC A
Price$14.94
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets80.27M
Vanguard Balanced Index I
Price$53.49
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
SQBFX vs VBAIX Comparison Chart in %
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SQBFX vs. VBAIX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. SQBFX (80.3M). VBAIX pays higher dividends than SQBFX: VBAIX (1.99) 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 : 6.28 vs. VBAIX (5.58). SQBFX return over 5 years is better than : 41.24 vs. VBAIX (27.60).
| 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 | 11.425 | 11.544 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 61.7B | 0% |
| Annual Yield % from dividends | 1.61 | 1.99 | 81% |
| Returns for 1 year | 6.28 | 5.58 | 113% |
| Returns for 3 years | 39.43 | 32.97 | 120% |
| Returns for 5 years | 41.24 | 27.60 | 149% |
| Returns for 10 years | N/A | 99.61 | - |
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