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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets75.13M
Vanguard Balanced Index I
Price$51.50
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets58.79B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Aug 29, 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 StrongBuy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. SQBIX (75.1M). VBINX pays higher dividends than SQBIX: VBINX (1.96) vs SQBIX (1.67). 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 : 9.61 vs. VBINX (5.93). SQBIX return over 5 years is better than : 45.26 vs. VBINX (27.74).
| 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 | 8.189 | 6.763 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 58.8B | 0% |
| Annual Yield % from dividends | 1.67 | 1.96 | 85% |
| Returns for 1 year | 9.61 | 5.93 | 162% |
| Returns for 3 years | 39.71 | 26.45 | 150% |
| Returns for 5 years | 45.26 | 27.74 | 163% |
| Returns for 10 years | N/A | 94.94 | - |
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