Ad is loading...
SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
SQCBX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SQCBX vs. VBIAX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. SQCBX (61.9M). 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 : 17.12 vs. VBIAX (14.26). SQCBX return over 5 years is better than : 41.28 vs. VBIAX (36.75).
| 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 | 15.844 | 15.911 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 59.3B | 0% |
| Annual Yield % from dividends | 1.42 | 1.98 | 72% |
| Returns for 1 year | 17.12 | 14.26 | 120% |
| Returns for 3 years | 19.72 | 7.81 | 253% |
| Returns for 5 years | 41.28 | 36.75 | 112% |
| Returns for 10 years | N/A | 90.21 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers