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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.09M
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. SQCBX (72.1M). VBIAX pays higher dividends than SQCBX: VBIAX (2.09) 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 : 10.10 vs. VBIAX (6.01). SQCBX return over 5 years is better than : 43.57 vs. VBIAX (33.66).
| 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 | 4.411 | 3.789 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 56.6B | 0% |
| Annual Yield % from dividends | 1.78 | 2.09 | 85% |
| Returns for 1 year | 10.10 | 6.01 | 168% |
| Returns for 3 years | 35.61 | 27.96 | 127% |
| Returns for 5 years | 43.57 | 33.66 | 129% |
| Returns for 10 years | N/A | 86.37 | - |
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