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SQBIX vs VBINX
SQBIX vs VBINX Comparison
Open Charts SQBIX vs VBINX
X-Square Balanced Fund, LLC Instl
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index I
Price$52.73
Change-$0.63 (-1.18%)
VolumeN/A
Net Assets61.72B
SQBIX vs VBINX Comparison Chart in %
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SQBIX vs. VBINX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQBIX (78.9M). VBINX pays higher dividends than SQBIX: VBINX (1.89) vs SQBIX (1.60). 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 : 8.29 vs. VBINX (6.68). SQBIX return over 5 years is better than : 46.60 vs. VBINX (30.43).
| 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 | 11.264 | 11.208 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.60 | 1.89 | 84% |
| Returns for 1 year | 8.29 | 6.68 | 124% |
| Returns for 3 years | 41.36 | 35.61 | 116% |
| Returns for 5 years | 46.60 | 30.43 | 153% |
| Returns for 10 years | N/A | 102.03 | - |
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