Ad is loading...
Ad is loading...
SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.34
Change+$0.14 (+0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.74
Change+$0.17 (+0.34%)
VolumeN/A
CapitalizationN/A
SQBIX vs VBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQBIX vs. VBINX commentary
Nov 23, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.2B vs. SQBIX (62M). 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). SQBIX annual gain was more profitable for investors over the last year : 23.13 vs. VBINX (18.31). SQBIX return over 5 years is better than : 52.02 vs. VBINX (37.82).
| 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 | 17.108 | 14.851 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62M | 57.2B | 0% |
| Annual Yield % from dividends | 1.36 | 1.88 | 72% |
| Returns for 1 year | 23.13 | 18.31 | 126% |
| Returns for 3 years | 20.73 | 5.76 | 360% |
| Returns for 5 years | 52.02 | 37.82 | 138% |
| Returns for 10 years | N/A | 87.90 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers