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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$15.50
Change+$0.56 (+3.75%)
VolumeN/A
Net Assets87M
Vanguard Balanced Index I
Price$52.27
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Feb 04, 2026
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 Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.2B vs. SQBFX (87M). VBINX pays higher dividends than SQBFX: VBINX (1.95) vs SQBFX (1.55). 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 : 13.40 vs. VBINX (7.55). SQBFX return over 5 years is better than : 41.95 vs. VBINX (21.67).
| 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 | 3.878 | 0.888 | 437% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 61.2B | 0% |
| Annual Yield % from dividends | 1.55 | 1.95 | 80% |
| Returns for 1 year | 13.40 | 7.55 | 178% |
| Returns for 3 years | 41.97 | 28.59 | 147% |
| Returns for 5 years | 41.95 | 21.67 | 194% |
| Returns for 10 years | N/A | 107.62 | - |
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