Interact to see
Advertisement
Advertisement
SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.09M
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQCBX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQCBX vs. VBAIX commentary
Jul 04, 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 VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. SQCBX (72.1M). VBAIX pays higher dividends than SQCBX: VBAIX (2.10) vs SQCBX (1.78). 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). SQCBX annual gain was more profitable for investors over the last year : 10.10 vs. VBAIX (6.04). SQCBX return over 5 years is better than : 43.57 vs. VBAIX (33.69).
| 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 | 4.411 | 3.792 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 56.6B | 0% |
| Annual Yield % from dividends | 1.78 | 2.10 | 85% |
| Returns for 1 year | 10.10 | 6.04 | 167% |
| Returns for 3 years | 35.61 | 27.98 | 127% |
| Returns for 5 years | 43.57 | 33.69 | 129% |
| Returns for 10 years | N/A | 86.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement