Interact to see
Advertisement
Advertisement
SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$14.12
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets76.06M
Vanguard Balanced Index Adm
Price$52.29
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.67B
SQCBX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SQCBX vs. VBIAX commentary
Sep 16, 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 Hold and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.7B vs. SQCBX (76.1M). VBIAX pays higher dividends than SQCBX: VBIAX (2.03) vs SQCBX (1.73). 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 : 11.83 vs. VBIAX (7.82). SQCBX return over 5 years is better than : 44.15 vs. VBIAX (33.96).
| 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 | 9.447 | 8.673 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 59.7B | 0% |
| Annual Yield % from dividends | 1.73 | 2.03 | 85% |
| Returns for 1 year | 11.83 | 7.82 | 151% |
| Returns for 3 years | 41.08 | 32.38 | 127% |
| Returns for 5 years | 44.15 | 33.96 | 130% |
| Returns for 10 years | N/A | 100.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement