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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$12.06
Change-$0.46 (-3.67%)
VolumeN/A
Net Assets61.2M
Vanguard Balanced Index Adm
Price$44.18
Change-$1.54 (-3.37%)
VolumeN/A
Net Assets58.22B
SQCBX vs VBIAX Comparison Chart
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SQCBX vs. VBIAX commentary
Apr 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 StrongBuy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.2B vs. SQCBX (61.2M). VBIAX pays higher dividends than SQCBX: VBIAX (2.21) vs SQCBX (1.87). SQCBX was incepted earlier than VBIAX: SQCBX (5 years) vs VBIAX (24 years). SQCBX (3.55) is less costly to investors than VBIAX (0.07). SQCBX is a more actively managed with annual turnover of: 30.18 vs. VBIAX (19.00). VBIAX has a lower initial minimum investment than SQCBX: VBIAX (3000) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : -1.79 vs. VBIAX (-2.58). SQCBX return over 5 years is better than : 46.57 vs. VBIAX (38.61).
| SQCBX | VBIAX | SQCBX / VBIAX | |
| Total Expense Ratio | 3.50 | 0.07 | 5,000% |
| Annual Report Gross Expense Ratio | 3.55 | 0.07 | 5,071% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -7.386 | -8.513 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.2M | 58.2B | 0% |
| Annual Yield % from dividends | 1.87 | 2.21 | 85% |
| Returns for 1 year | -1.79 | -2.58 | 69% |
| Returns for 3 years | 7.25 | 0.35 | 2,064% |
| Returns for 5 years | 46.57 | 38.61 | 121% |
| Returns for 10 years | N/A | 62.60 | - |
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