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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.07
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$49.86
Change-$0.09 (-0.18%)
VolumeN/A
CapitalizationN/A
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SQCBX vs VBIAX Comparison Chart
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SQCBX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.3B vs. SQCBX (58.2M). VBIAX pays higher dividends than SQCBX: VBIAX (1.98) vs SQCBX (1.42). SQCBX was incepted earlier than VBIAX: SQCBX (5 years) vs VBIAX (24 years). 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 : 18.11 vs. VBIAX (16.73).
| SQCBX | VBIAX | SQCBX / VBIAX | |
| 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 | 11.576 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 57.3B | 0% |
| Annual Yield % from dividends | 1.42 | 1.98 | 72% |
| Returns for 1 year | 18.11 | 16.73 | 108% |
| Returns for 3 years | 13.70 | 5.21 | 263% |
| Returns for 5 years | N/A | 37.62 | - |
| Returns for 10 years | N/A | 88.20 | - |
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