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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Jul 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 56.6B vs. SQBFX (72.5M). VBINX pays higher dividends than SQBFX: VBINX (1.98) vs SQBFX (1.70). 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 : 11.52 vs. VBINX (6.42). SQBFX return over 5 years is better than : 49.79 vs. VBINX (33.87).
| 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 | 5.261 | 4.208 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 56.6B | 0% |
| Annual Yield % from dividends | 1.70 | 1.98 | 86% |
| Returns for 1 year | 11.52 | 6.42 | 179% |
| Returns for 3 years | 39.46 | 28.30 | 139% |
| Returns for 5 years | 49.79 | 33.87 | 147% |
| Returns for 10 years | N/A | 86.12 | - |