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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.44
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets74.29M
Vanguard Balanced Index I
Price$51.15
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets58.79B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. SQBFX (74.3M). VBINX pays higher dividends than SQBFX: VBINX (1.96) vs SQBFX (1.69). 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 : 10.80 vs. VBINX (7.03). SQBFX return over 5 years is better than : 45.19 vs. VBINX (30.23).
| 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 | 7.488 | 6.473 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3M | 58.8B | 0% |
| Annual Yield % from dividends | 1.69 | 1.96 | 87% |
| Returns for 1 year | 10.80 | 7.03 | 154% |
| Returns for 3 years | 33.41 | 20.99 | 159% |
| Returns for 5 years | 45.19 | 30.23 | 149% |
| Returns for 10 years | N/A | 88.58 | - |
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