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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.74
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
Vanguard Balanced Index I
Price$52.16
Change-$0.21 (-0.40%)
VolumeN/A
Net Assets61.72B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Nov 20, 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 Hold and VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQBIX (77.1M). VBINX pays higher dividends than SQBIX: VBINX (1.89) vs SQBIX (1.60). 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 : 6.83 vs. VBINX (5.76). SQBIX return over 5 years is better than : 42.80 vs. VBINX (27.36).
| 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 | 8.764 | 9.145 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 61.7B | 0% |
| Annual Yield % from dividends | 1.60 | 1.89 | 84% |
| Returns for 1 year | 6.83 | 5.76 | 119% |
| Returns for 3 years | 38.79 | 33.48 | 116% |
| Returns for 5 years | 42.80 | 27.36 | 156% |
| Returns for 10 years | N/A | 94.49 | - |
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