Interact to see
Advertisement
Advertisement
SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.50
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
Vanguard Balanced Index I
Price$52.16
Change-$0.21 (-0.40%)
VolumeN/A
Net Assets61.72B
SQBFX vs VBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBINX commentary
Nov 20, 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQBFX (77.1M). VBINX pays higher dividends than SQBFX: VBINX (1.89) vs SQBFX (1.62). SQBFX was incepted earlier than VBINX: SQBFX (6 years) vs VBINX (33 years). SQBFX (2.66) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. SQBFX (19.58). VBINX has a lower initial minimum investment than SQBFX: VBINX (0) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 6.56 vs. VBINX (5.76). SQBFX return over 5 years is better than : 40.98 vs. VBINX (27.36).
| SQBFX | VBINX | SQBFX / VBINX | |
| Total Expense Ratio | 2.66 | 0.18 | 1,478% |
| Annual Report Gross Expense Ratio | 2.66 | 0.18 | 1,478% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 8.517 | 9.145 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 61.7B | 0% |
| Annual Yield % from dividends | 1.62 | 1.89 | 86% |
| Returns for 1 year | 6.56 | 5.76 | 114% |
| Returns for 3 years | 37.73 | 33.48 | 113% |
| Returns for 5 years | 40.98 | 27.36 | 150% |
| Returns for 10 years | N/A | 94.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XMLV | 62.44 | 0.31 | +0.50% |
| Invesco S&P MidCap Low Volatility ETF | |||
| ABLD | 28.57 | 0.01 | +0.04% |
| Abacus FCF Real Assets Leaders ETF | |||
| BTR | 25.14 | N/A | N/A |
| Beacon Tactical Risk ETF | |||
| XLU | 89.22 | -0.34 | -0.38% |
| The Utilities Select Sector SPDR® ETF | |||
| RISR | 36.10 | -0.20 | -0.54% |
| FolioBeyond Alt Inc and Int Rt Hdg ETF | |||