Ad is loading...
SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$13.90
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets67.77M
Vanguard Balanced Index I
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
SQBFX vs VBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBINX commentary
Feb 23, 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: 58.5B vs. SQBFX (67.8M). 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 : 13.84 vs. VBINX (10.08). SQBFX return over 5 years is better than : 44.25 vs. VBINX (29.05).
| 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 | 3.742 | 2.867 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 58.5B | 0% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 13.84 | 10.08 | 137% |
| Returns for 3 years | 26.90 | 13.82 | 195% |
| Returns for 5 years | 44.25 | 29.05 | 152% |
| Returns for 10 years | N/A | 80.76 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...