Interact to see
Advertisement
Advertisement
SQCBX vs VBINX
SQCBX vs VBINX Comparison
Open Charts SQCBX vs VBINX
X-Square Balanced Fund, LLC C
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.36M
Vanguard Balanced Index I
Price$50.81
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets58.79B
SQCBX vs VBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQCBX vs. VBINX commentary
Aug 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.8B vs. SQCBX (73.4M). VBINX pays higher dividends than SQCBX: VBINX (1.96) 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 : 10.71 vs. VBINX (8.99). SQCBX return over 5 years is better than : 37.37 vs. VBINX (29.11).
| 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 | 5.571 | 5.538 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 58.8B | 0% |
| Annual Yield % from dividends | 1.78 | 1.96 | 91% |
| Returns for 1 year | 10.71 | 8.99 | 119% |
| Returns for 3 years | 32.62 | 23.39 | 139% |
| Returns for 5 years | 37.37 | 29.11 | 128% |
| Returns for 10 years | N/A | 87.43 | - |