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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Jul 06, 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: 56.6B vs. SQBIX (72.5M). VBINX pays higher dividends than SQBIX: VBINX (1.98) 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 : 11.76 vs. VBINX (6.42). SQBIX return over 5 years is better than : 51.69 vs. VBINX (33.87).
| 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 | 5.407 | 4.208 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.5M | 56.6B | 0% |
| Annual Yield % from dividends | 1.67 | 1.98 | 85% |
| Returns for 1 year | 11.76 | 6.42 | 183% |
| Returns for 3 years | 40.61 | 28.30 | 144% |
| Returns for 5 years | 51.69 | 33.87 | 153% |
| Returns for 10 years | N/A | 86.12 | - |
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