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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$13.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets69.21M
Vanguard Balanced Index I
Price$48.38
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets54.87B
SQBFX vs VBINX Comparison Chart
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SQBFX vs. VBINX commentary
Jun 03, 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: 54.9B vs. SQBFX (69.2M). VBINX pays higher dividends than SQBFX: VBINX (2.03) vs SQBFX (1.75). 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 : 7.04 vs. VBINX (5.10). SQBFX return over 5 years is better than : 45.37 vs. VBINX (29.06).
| 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 | 1.267 | 0.001 | 116,266% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 54.9B | 0% |
| Annual Yield % from dividends | 1.75 | 2.03 | 87% |
| Returns for 1 year | 7.04 | 5.10 | 138% |
| Returns for 3 years | 25.04 | 17.36 | 144% |
| Returns for 5 years | 45.37 | 29.06 | 156% |
| Returns for 10 years | N/A | 77.40 | - |
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