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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets77.25M
Vanguard Balanced Index I
Price$52.27
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Nov 20, 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 Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. SQCBX (77.2M). VBAIX pays higher dividends than SQCBX: VBAIX (2.00) vs SQCBX (1.71). SQCBX was incepted earlier than VBAIX: SQCBX (6 years) vs VBAIX (25 years). SQCBX (3.50) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. SQCBX (19.58). SQCBX has a lower initial minimum investment than VBAIX: SQCBX (5000) vs VBAIX (5000000). VBAIX (5.06) and SQCBX (4.86) have marching annual gain over last year. SQCBX return over 5 years is better than : 35.09 vs. VBAIX (27.60).
| SQCBX | VBAIX | SQCBX / VBAIX | |
| Total Expense Ratio | 3.50 | 0.06 | 5,833% |
| Annual Report Gross Expense Ratio | 3.50 | 0.06 | 5,833% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 7.185 | 8.791 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 61.7B | 0% |
| Annual Yield % from dividends | 1.71 | 2.00 | 85% |
| Returns for 1 year | 4.86 | 5.06 | 96% |
| Returns for 3 years | 33.73 | 33.23 | 102% |
| Returns for 5 years | 35.09 | 27.60 | 127% |
| Returns for 10 years | N/A | 94.95 | - |
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