Interact to see
Advertisement
Advertisement
SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.36M
Vanguard Balanced Index Adm
Price$50.80
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets58.79B
SQCBX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQCBX vs. VBIAX commentary
Aug 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.8B vs. SQCBX (73.4M). VBIAX pays higher dividends than SQCBX: VBIAX (2.06) vs SQCBX (1.78). SQCBX was incepted earlier than VBIAX: SQCBX (6 years) vs VBIAX (25 years). SQCBX (3.50) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. SQCBX (19.58). 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 : 10.71 vs. VBIAX (9.05). SQCBX return over 5 years is better than : 37.37 vs. VBIAX (29.45).
| SQCBX | VBIAX | SQCBX / VBIAX | |
| Total Expense Ratio | 3.50 | 0.07 | 5,000% |
| Annual Report Gross Expense Ratio | 3.50 | 0.07 | 5,000% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 5.571 | 5.577 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 58.8B | 0% |
| Annual Yield % from dividends | 1.78 | 2.06 | 86% |
| Returns for 1 year | 10.71 | 9.05 | 118% |
| Returns for 3 years | 32.62 | 23.58 | 138% |
| Returns for 5 years | 37.37 | 29.45 | 127% |
| Returns for 10 years | N/A | 88.44 | - |