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SQCBX vs VBINX
SQCBX vs VBINX Comparison
Open Charts SQCBX vs VBINX
X-Square Balanced Fund, LLC C
Price$13.48
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets64.03M
Vanguard Balanced Index I
Price$49.69
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets57.48B
SQCBX vs VBINX Comparison Chart
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SQCBX vs. VBINX commentary
Jan 31, 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: 57.5B vs. SQCBX (64M). VBINX pays higher dividends than SQCBX: VBINX (1.88) vs SQCBX (1.42). SQCBX was incepted earlier than VBINX: SQCBX (5 years) vs VBINX (32 years). SQCBX is a more actively managed with annual turnover of: 30.18 vs. VBINX (19.00). 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 : 13.81 vs. VBINX (11.65). SQCBX return over 5 years is better than : 40.70 vs. VBINX (31.13).
| SQCBX | VBINX | SQCBX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 2.521 | 2.021 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 57.5B | 0% |
| Annual Yield % from dividends | 1.42 | 1.88 | 76% |
| Returns for 1 year | 13.81 | 11.65 | 118% |
| Returns for 3 years | 19.12 | 9.15 | 209% |
| Returns for 5 years | 40.70 | 31.13 | 131% |
| Returns for 10 years | N/A | 83.75 | - |
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