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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.16M
Vanguard Balanced Index I
Price$50.72
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets58.27B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Jul 26, 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: 58.3B vs. SQBFX (73.2M). VBINX pays higher dividends than SQBFX: VBINX (1.98) vs SQBFX (1.70). 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 : 11.64 vs. VBINX (7.93). SQBFX return over 5 years is better than : 47.61 vs. VBINX (32.03).
| 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 | 5.854 | 4.998 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.2M | 58.3B | 0% |
| Annual Yield % from dividends | 1.70 | 1.98 | 86% |
| Returns for 1 year | 11.64 | 7.93 | 147% |
| Returns for 3 years | 40.11 | 26.86 | 149% |
| Returns for 5 years | 47.61 | 32.03 | 149% |
| Returns for 10 years | N/A | 86.53 | - |
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