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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$15.23
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets82.02M
Vanguard Balanced Index I
Price$53.31
Change-$0.43 (-0.80%)
VolumeN/A
Net Assets61.86B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Dec 14, 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 Buy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.9B vs. SQBIX (82M). VBINX pays higher dividends than SQBIX: VBINX (1.88) vs SQBIX (1.59). 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 : 7.60 vs. VBINX (5.75). SQBIX return over 5 years is better than : 44.81 vs. VBINX (28.12).
| 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 | 12.735 | 12.000 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82M | 61.9B | 0% |
| Annual Yield % from dividends | 1.59 | 1.88 | 84% |
| Returns for 1 year | 7.60 | 5.75 | 132% |
| Returns for 3 years | 44.50 | 35.38 | 126% |
| Returns for 5 years | 44.81 | 28.12 | 159% |
| Returns for 10 years | N/A | 103.68 | - |
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