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SQBFX vs VBINX
SQBFX vs VBINX Comparison
Open Charts SQBFX vs VBINX
X-Square Balanced Fund, LLC A
Price$14.70
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index I
Price$52.73
Change-$0.63 (-1.18%)
VolumeN/A
Net Assets61.72B
SQBFX vs VBINX Comparison Chart in %
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SQBFX vs. VBINX commentary
Nov 14, 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 Buy and VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQBFX (78.9M). VBINX pays higher dividends than SQBFX: VBINX (1.89) vs SQBFX (1.62). 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 : 7.97 vs. VBINX (6.68). SQBFX return over 5 years is better than : 44.69 vs. VBINX (30.43).
| 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 | 10.978 | 11.208 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.62 | 1.89 | 86% |
| Returns for 1 year | 7.97 | 6.68 | 119% |
| Returns for 3 years | 40.23 | 35.61 | 113% |
| Returns for 5 years | 44.69 | 30.43 | 147% |
| Returns for 10 years | N/A | 102.03 | - |
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