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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.94
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets80.27M
Vanguard Balanced Index I
Price$53.48
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Dec 05, 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 Hold and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQBFX (80.3M). 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 : 6.28 vs. VBINX (5.52). SQBFX return over 5 years is better than : 41.24 vs. VBINX (27.21).
| 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 | 11.425 | 11.458 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 61.7B | 0% |
| Annual Yield % from dividends | 1.61 | 1.88 | 86% |
| Returns for 1 year | 6.28 | 5.52 | 114% |
| Returns for 3 years | 39.43 | 32.69 | 121% |
| Returns for 5 years | 41.24 | 27.21 | 152% |
| Returns for 10 years | N/A | 98.35 | - |
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