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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$15.76
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets86.39M
Vanguard Balanced Index I
Price$52.43
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets61.23B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Jan 16, 2026
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: 61.2B vs. SQBIX (86.4M). VBINX pays higher dividends than SQBIX: VBINX (1.97) vs SQBIX (1.58). 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 : 15.90 vs. VBINX (10.39). SQBIX return over 5 years is better than : 44.97 vs. VBINX (24.04).
| 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 | 3.480 | 1.197 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 61.2B | 0% |
| Annual Yield % from dividends | 1.58 | 1.97 | 80% |
| Returns for 1 year | 15.90 | 10.39 | 153% |
| Returns for 3 years | 45.19 | 32.12 | 141% |
| Returns for 5 years | 44.97 | 24.04 | 187% |
| Returns for 10 years | N/A | 108.41 | - |