Interact to see
Advertisement
Advertisement
SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$15.13
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets83.63M
Vanguard Balanced Index I
Price$52.25
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets61.86B
SQBFX vs VBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQBFX vs. VBINX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.9B vs. SQBFX (83.6M). VBINX pays higher dividends than SQBFX: VBINX (1.88) vs SQBFX (1.61). 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 : 11.12 vs. VBINX (4.25). SQBFX return over 5 years is better than : 42.89 vs. VBINX (23.25).
| 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 | 12.917 | 8.915 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 61.9B | 0% |
| Annual Yield % from dividends | 1.61 | 1.88 | 86% |
| Returns for 1 year | 11.12 | 4.25 | 262% |
| Returns for 3 years | 46.06 | 34.99 | 132% |
| Returns for 5 years | 42.89 | 23.25 | 184% |
| Returns for 10 years | N/A | 96.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement