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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.48
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets64.03M
Vanguard Balanced Index Adm
Price$49.68
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets57.48B
SQCBX vs VBIAX Comparison Chart
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SQCBX vs. VBIAX commentary
Jan 31, 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: 57.5B vs. SQCBX (64M). 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 : 13.81 vs. VBIAX (11.73). SQCBX return over 5 years is better than : 40.70 vs. VBIAX (31.49).
| 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 | 2.521 | 2.042 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 57.5B | 0% |
| Annual Yield % from dividends | 1.42 | 1.98 | 72% |
| Returns for 1 year | 13.81 | 11.73 | 118% |
| Returns for 3 years | 19.12 | 9.35 | 204% |
| Returns for 5 years | 40.70 | 31.49 | 129% |
| Returns for 10 years | N/A | 84.84 | - |