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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.18
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets69.79M
Vanguard Balanced Index I
Price$48.74
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets56.6B
SQCBX vs VBAIX Comparison Chart
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SQCBX vs. VBAIX commentary
Jun 07, 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 (69.8M). VBAIX pays higher dividends than SQCBX: VBAIX (2.15) vs SQCBX (1.84). 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 : 6.59 vs. VBAIX (4.38). SQCBX return over 5 years is better than : 38.25 vs. VBAIX (28.34).
| 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 | 1.324 | 0.476 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.8M | 56.6B | 0% |
| Annual Yield % from dividends | 1.84 | 2.15 | 86% |
| Returns for 1 year | 6.59 | 4.38 | 150% |
| Returns for 3 years | 21.41 | 17.29 | 124% |
| Returns for 5 years | 38.25 | 28.34 | 135% |
| Returns for 10 years | N/A | 80.14 | - |
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