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SQCBX vs VBINX
SQCBX vs VBINX Comparison
Open Charts SQCBX vs VBINX
X-Square Balanced Fund, LLC C
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index I
Price$52.73
Change-$0.63 (-1.18%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBINX Comparison Chart in %
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SQCBX 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 SQCBX is a Buy and VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 61.7B vs. SQCBX (78.9M). VBINX pays higher dividends than SQCBX: VBINX (1.89) vs SQCBX (1.71). 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 (6.88) and VBINX (6.68) have marching annual gain over last year. SQCBX return over 5 years is better than : 39.10 vs. VBINX (30.43).
| 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 | 10.065 | 11.208 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.71 | 1.89 | 90% |
| Returns for 1 year | 6.88 | 6.68 | 103% |
| Returns for 3 years | 36.70 | 35.61 | 103% |
| Returns for 5 years | 39.10 | 30.43 | 128% |
| Returns for 10 years | N/A | 102.03 | - |
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