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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$14.20
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets77.44M
Vanguard Balanced Index I
Price$52.64
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets60.99B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Oct 08, 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 Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. SQCBX (77.4M). VBAIX pays higher dividends than SQCBX: VBAIX (2.03) vs SQCBX (1.70). 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 : 10.30 vs. VBAIX (8.62). SQCBX return over 5 years is better than : 41.30 vs. VBAIX (32.73).
| 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 | 10.299 | 10.022 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.4M | 61B | 0% |
| Annual Yield % from dividends | 1.70 | 2.03 | 84% |
| Returns for 1 year | 10.30 | 8.62 | 119% |
| Returns for 3 years | 46.90 | 42.47 | 110% |
| Returns for 5 years | 41.30 | 32.73 | 126% |
| Returns for 10 years | N/A | 100.65 | - |
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