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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$13.96
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets61.73M
Vanguard Balanced Index I
Price$49.15
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
SQBFX vs VBINX Comparison Chart
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SQBFX vs. VBINX commentary
Jan 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.5B vs. SQBFX (61.7M). VBINX pays higher dividends than SQBFX: VBINX (1.88) vs SQBFX (1.37). SQBFX was incepted earlier than VBINX: SQBFX (5 years) vs VBINX (32 years). SQBFX is a more actively managed with annual turnover of: 30.18 vs. VBINX (19.00). 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 : 16.08 vs. VBINX (12.36). SQBFX return over 5 years is better than : 42.04 vs. VBINX (28.62).
| SQBFX | VBINX | SQBFX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 2.346 | 1.361 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.7M | 57.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 16.08 | 12.36 | 130% |
| Returns for 3 years | 19.58 | 7.57 | 259% |
| Returns for 5 years | 42.04 | 28.62 | 147% |
| Returns for 10 years | N/A | 83.24 | - |