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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$13.85
Change-$0.05 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.04
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
SQBFX vs VBINX Comparison Chart
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SQBFX vs. VBINX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.2B vs. SQBFX (60M). 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 : 21.41 vs. VBINX (17.71). SQBFX return over 5 years is better than : 46.77 vs. VBINX (35.89).
| 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 | 14.417 | 13.266 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60M | 57.2B | 0% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 21.41 | 17.71 | 121% |
| Returns for 3 years | 16.02 | 3.52 | 455% |
| Returns for 5 years | 46.77 | 35.89 | 130% |
| Returns for 10 years | N/A | 86.56 | - |
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