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SQBFX vs VBIAX
SQBFX vs VBIAX Comparison
Open Charts SQBFX vs VBIAX
X-Square Balanced Fund, LLC A
Price$14.70
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index Adm
Price$52.72
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
SQBFX vs VBIAX Comparison Chart in %
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SQBFX vs. VBIAX commentary
Nov 14, 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 Buy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. SQBFX (78.9M). VBIAX pays higher dividends than SQBFX: VBIAX (1.99) vs SQBFX (1.62). SQBFX was incepted earlier than VBIAX: SQBFX (6 years) vs VBIAX (25 years). SQBFX (2.66) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. SQBFX (19.58). 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 : 7.97 vs. VBIAX (6.75). SQBFX return over 5 years is better than : 44.69 vs. VBIAX (30.81).
| SQBFX | VBIAX | SQBFX / VBIAX | |
| Total Expense Ratio | 2.66 | 0.07 | 3,800% |
| Annual Report Gross Expense Ratio | 2.66 | 0.07 | 3,800% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 10.978 | 11.291 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.62 | 1.99 | 82% |
| Returns for 1 year | 7.97 | 6.75 | 118% |
| Returns for 3 years | 40.23 | 35.88 | 112% |
| Returns for 5 years | 44.69 | 30.81 | 145% |
| Returns for 10 years | N/A | 103.17 | - |
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