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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$12.90
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets63.27M
Vanguard Balanced Index I
Price$44.96
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets55.53B
SQBFX vs VBINX Comparison Chart
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SQBFX vs. VBINX commentary
Apr 19, 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: 55.5B vs. SQBFX (63.3M). VBINX pays higher dividends than SQBFX: VBINX (2.09) vs SQBFX (1.79). SQBFX was incepted earlier than VBINX: SQBFX (5 years) vs VBINX (32 years). SQBFX (2.80) is less costly to investors than VBINX (0.18). 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 : 3.91 vs. VBINX (1.36). SQBFX return over 5 years is better than : 42.06 vs. VBINX (27.86).
| SQBFX | VBINX | SQBFX / VBINX | |
| Total Expense Ratio | 2.75 | 0.18 | 1,528% |
| Annual Report Gross Expense Ratio | 2.80 | 0.18 | 1,556% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | -5.020 | -6.933 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.3M | 55.5B | 0% |
| Annual Yield % from dividends | 1.79 | 2.09 | 85% |
| Returns for 1 year | 3.91 | 1.36 | 288% |
| Returns for 3 years | 13.66 | 4.68 | 292% |
| Returns for 5 years | 42.06 | 27.86 | 151% |
| Returns for 10 years | N/A | 63.41 | - |
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