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SQCBX vs VBINX
SQCBX vs VBINX Comparison
Open Charts SQCBX vs VBINX
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.09M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQCBX vs VBINX Comparison Chart in %
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SQCBX vs. VBINX commentary
Jul 04, 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 SQCBX is a StrongBuy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 56.6B vs. SQCBX (72.1M). VBINX pays higher dividends than SQCBX: VBINX (1.98) vs SQCBX (1.78). SQCBX was incepted earlier than VBINX: SQCBX (6 years) vs VBINX (33 years). SQCBX (3.50) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. SQCBX (19.58). VBINX has a lower initial minimum investment than SQCBX: VBINX (0) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 10.10 vs. VBINX (5.96). SQCBX return over 5 years is better than : 43.57 vs. VBINX (33.28).
| SQCBX | VBINX | SQCBX / VBINX | |
| Total Expense Ratio | 3.50 | 0.18 | 1,944% |
| Annual Report Gross Expense Ratio | 3.50 | 0.18 | 1,944% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 4.411 | 3.752 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 56.6B | 0% |
| Annual Yield % from dividends | 1.78 | 1.98 | 90% |
| Returns for 1 year | 10.10 | 5.96 | 170% |
| Returns for 3 years | 35.61 | 27.74 | 128% |
| Returns for 5 years | 43.57 | 33.28 | 131% |
| Returns for 10 years | N/A | 85.30 | - |
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