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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.07
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.87
Change-$0.09 (-0.18%)
VolumeN/A
CapitalizationN/A
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SQCBX vs VBAIX Comparison Chart
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SQCBX vs. VBAIX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.3B vs. SQCBX (58.2M). 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 : 18.11 vs. VBAIX (16.76).
| 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 | 10.473 | 11.577 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 57.3B | 0% |
| Annual Yield % from dividends | 1.42 | 1.99 | 71% |
| Returns for 1 year | 18.11 | 16.76 | 108% |
| Returns for 3 years | 13.70 | 5.23 | 262% |
| Returns for 5 years | N/A | 37.68 | - |
| Returns for 10 years | N/A | 88.33 | - |
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