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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$14.20
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets77.44M
Vanguard Balanced Index Adm
Price$52.63
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets60.99B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. SQCBX (77.4M). VBIAX pays higher dividends than SQCBX: VBIAX (2.02) vs SQCBX (1.70). 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 : 10.30 vs. VBIAX (8.62). SQCBX return over 5 years is better than : 41.30 vs. VBIAX (32.70).
| 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 | 10.299 | 10.018 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.4M | 61B | 0% |
| Annual Yield % from dividends | 1.70 | 2.02 | 84% |
| Returns for 1 year | 10.30 | 8.62 | 120% |
| Returns for 3 years | 46.90 | 42.42 | 111% |
| Returns for 5 years | 41.30 | 32.70 | 126% |
| Returns for 10 years | N/A | 100.50 | - |
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