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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$51.18
Change-$0.16 (-0.31%)
VolumeN/A
CapitalizationN/A
SQCBX vs VBAIX Comparison Chart
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SQCBX vs. VBAIX commentary
Dec 19, 2024
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 VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. SQCBX (61.9M). VBAIX pays higher dividends than SQCBX: VBAIX (1.99) vs SQCBX (1.42). SQCBX was incepted earlier than VBAIX: SQCBX (5 years) vs VBAIX (24 years). SQCBX is a more actively managed with annual turnover of: 30.18 vs. VBAIX (19.00). SQCBX has a lower initial minimum investment than VBAIX: SQCBX (5000) vs VBAIX (5000000). SQCBX annual gain was more profitable for investors over the last year : 17.12 vs. VBAIX (14.27). SQCBX return over 5 years is better than : 41.28 vs. VBAIX (36.77).
| SQCBX | VBAIX | SQCBX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 15.844 | 15.912 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 59.3B | 0% |
| Annual Yield % from dividends | 1.42 | 1.99 | 71% |
| Returns for 1 year | 17.12 | 14.27 | 120% |
| Returns for 3 years | 19.72 | 7.82 | 252% |
| Returns for 5 years | 41.28 | 36.77 | 112% |
| Returns for 10 years | N/A | 90.28 | - |
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