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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$13.24
Change+$0.73 (+5.84%)
VolumeN/A
Net Assets60.08M
Vanguard Balanced Index I
Price$45.77
Change+$2.40 (+5.53%)
VolumeN/A
Net Assets55.53B
SQBIX vs VBINX Comparison Chart
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SQBIX vs. VBINX commentary
Apr 11, 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 SQBIX is a StrongBuy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 55.5B vs. SQBIX (60.1M). VBINX pays higher dividends than SQBIX: VBINX (2.09) vs SQBIX (1.76). SQBIX was incepted earlier than VBINX: SQBIX (5 years) vs VBINX (32 years). SQBIX (2.55) is less costly to investors than VBINX (0.18). 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). SQBIX annual gain was more profitable for investors over the last year : -3.47 vs. VBINX (-5.10). SQBIX return over 5 years is better than : 39.10 vs. VBINX (25.80).
| SQBIX | VBINX | SQBIX / VBINX | |
| Total Expense Ratio | 2.50 | 0.18 | 1,389% |
| Annual Report Gross Expense Ratio | 2.55 | 0.18 | 1,417% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | -9.162 | -10.225 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.1M | 55.5B | 0% |
| Annual Yield % from dividends | 1.76 | 2.09 | 84% |
| Returns for 1 year | -3.47 | -5.10 | 68% |
| Returns for 3 years | 8.44 | -0.61 | -1,376% |
| Returns for 5 years | 39.10 | 25.80 | 152% |
| Returns for 10 years | N/A | 57.73 | - |
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