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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
Vanguard Balanced Index I
Price$51.74
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets59.67B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Sep 08, 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 StrongBuy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.7B vs. SQBFX (76M). VBINX pays higher dividends than SQBFX: VBINX (1.92) vs SQBFX (1.65). 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 : 12.17 vs. VBINX (7.79). SQBFX return over 5 years is better than : 46.25 vs. VBINX (30.28).
| 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 | 8.974 | 7.470 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 59.7B | 0% |
| Annual Yield % from dividends | 1.65 | 1.92 | 86% |
| Returns for 1 year | 12.17 | 7.79 | 156% |
| Returns for 3 years | 43.45 | 31.34 | 139% |
| Returns for 5 years | 46.25 | 30.28 | 153% |
| Returns for 10 years | N/A | 97.17 | - |
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