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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.31
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.05
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
SQCBX vs VBAIX Comparison Chart
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SQCBX vs. VBAIX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.2B vs. SQCBX (60M). 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 : 20.49 vs. VBAIX (17.79). SQCBX return over 5 years is better than : 41.45 vs. VBAIX (36.28).
| 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 | 13.624 | 13.353 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60M | 57.2B | 0% |
| Annual Yield % from dividends | 1.42 | 1.99 | 71% |
| Returns for 1 year | 20.49 | 17.79 | 115% |
| Returns for 3 years | 13.48 | 3.73 | 361% |
| Returns for 5 years | 41.45 | 36.28 | 114% |
| Returns for 10 years | N/A | 87.84 | - |
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