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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.27M
Vanguard Balanced Index I
Price$52.75
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets60.99B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Oct 07, 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 SQBIX is a Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61B vs. SQBIX (77.3M). VBINX pays higher dividends than SQBIX: VBINX (1.92) vs SQBIX (1.59). SQBIX was incepted earlier than VBINX: SQBIX (6 years) vs VBINX (33 years). SQBIX (2.39) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. SQBIX (19.58). 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 : 10.96 vs. VBINX (7.63). SQBIX return over 5 years is better than : 49.74 vs. VBINX (32.82).
| SQBIX | VBINX | SQBIX / VBINX | |
| Total Expense Ratio | 2.39 | 0.18 | 1,328% |
| Annual Report Gross Expense Ratio | 2.39 | 0.18 | 1,328% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 11.119 | 9.770 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.3M | 61B | 0% |
| Annual Yield % from dividends | 1.59 | 1.92 | 83% |
| Returns for 1 year | 10.96 | 7.63 | 144% |
| Returns for 3 years | 51.62 | 41.92 | 123% |
| Returns for 5 years | 49.74 | 32.82 | 152% |
| Returns for 10 years | N/A | 99.01 | - |
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