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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$13.58
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.86
Change-$0.08 (-0.16%)
VolumeN/A
CapitalizationN/A
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SQBFX vs VBINX Comparison Chart
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SQBFX vs. VBINX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.3B vs. SQBFX (58.2M). 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 : 18.95 vs. VBINX (16.68).
| 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 | 11.119 | 11.514 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 57.3B | 0% |
| Annual Yield % from dividends | 1.37 | 1.88 | 73% |
| Returns for 1 year | 18.95 | 16.68 | 114% |
| Returns for 3 years | 16.35 | 5.05 | 324% |
| Returns for 5 years | N/A | 37.23 | - |
| Returns for 10 years | N/A | 87.08 | - |