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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets77.25M
Vanguard Balanced Index Adm
Price$52.26
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. SQCBX (77.2M). VBIAX pays higher dividends than SQCBX: VBIAX (1.99) vs SQCBX (1.71). 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). VBIAX (5.06) and SQCBX (4.86) have marching annual gain over last year. SQCBX return over 5 years is better than : 35.09 vs. VBIAX (27.57).
| 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 | 7.185 | 8.788 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 61.7B | 0% |
| Annual Yield % from dividends | 1.71 | 1.99 | 86% |
| Returns for 1 year | 4.86 | 5.06 | 96% |
| Returns for 3 years | 33.73 | 33.21 | 102% |
| Returns for 5 years | 35.09 | 27.57 | 127% |
| Returns for 10 years | N/A | 94.80 | - |
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