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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$13.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets69.15M
Vanguard Balanced Index I
Price$47.78
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets54.87B
SQBIX vs VBINX Comparison Chart
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SQBIX vs. VBINX commentary
May 23, 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: 54.9B vs. SQBIX (69.1M). VBINX pays higher dividends than SQBIX: VBINX (2.09) vs SQBIX (1.78). 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 : 6.48 vs. VBINX (3.35). SQBIX return over 5 years is better than : 52.06 vs. VBINX (32.18).
| 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 | 0.738 | -1.158 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.1M | 54.9B | 0% |
| Annual Yield % from dividends | 1.78 | 2.09 | 85% |
| Returns for 1 year | 6.48 | 3.35 | 194% |
| Returns for 3 years | 29.40 | 18.65 | 158% |
| Returns for 5 years | 52.06 | 32.18 | 162% |
| Returns for 10 years | N/A | 73.49 | - |
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