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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.05
Change+$0.09 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.82
Change+$0.36 (+0.71%)
VolumeN/A
CapitalizationN/A
SQBIX vs VBINX Comparison Chart
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SQBIX vs. VBINX commentary
Dec 25, 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 SQBIX is a StrongBuy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. SQBIX (60.4M). VBINX pays higher dividends than SQBIX: VBINX (1.88) vs SQBIX (1.36). SQBIX was incepted earlier than VBINX: SQBIX (5 years) vs VBINX (32 years). SQBIX is a more actively managed with annual turnover of: 30.18 vs. VBINX (19.00). VBINX has a lower initial minimum investment than SQBIX: VBINX (0) vs SQBIX (100000). VBINX (14.58) and SQBIX (14.21) have marching annual gain over last year. SQBIX return over 5 years is better than : 43.80 vs. VBINX (34.55).
| SQBIX | VBINX | SQBIX / 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 | 13.842 | 14.217 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.4M | 59.3B | 0% |
| Annual Yield % from dividends | 1.36 | 1.88 | 72% |
| Returns for 1 year | 14.21 | 14.58 | 97% |
| Returns for 3 years | 18.20 | 4.77 | 382% |
| Returns for 5 years | 43.80 | 34.55 | 127% |
| Returns for 10 years | N/A | 85.52 | - |
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