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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$14.71
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets86.39M
Vanguard Balanced Index I
Price$52.54
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets61.23B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Jan 15, 2026
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 VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. SQCBX (86.4M). VBAIX pays higher dividends than SQCBX: VBAIX (2.08) vs SQCBX (1.69). SQCBX was incepted earlier than VBAIX: SQCBX (6 years) vs VBAIX (25 years). SQCBX (3.50) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. SQCBX (19.58). SQCBX has a lower initial minimum investment than VBAIX: SQCBX (5000) vs VBAIX (5000000). SQCBX annual gain was more profitable for investors over the last year : 15.20 vs. VBAIX (10.87). SQCBX return over 5 years is better than : 37.16 vs. VBAIX (24.19).
| SQCBX | VBAIX | SQCBX / VBAIX | |
| Total Expense Ratio | 3.50 | 0.06 | 5,833% |
| Annual Report Gross Expense Ratio | 3.50 | 0.06 | 5,833% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.516 | 1.409 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 61.2B | 0% |
| Annual Yield % from dividends | 1.69 | 2.08 | 81% |
| Returns for 1 year | 15.20 | 10.87 | 140% |
| Returns for 3 years | 40.52 | 32.69 | 124% |
| Returns for 5 years | 37.16 | 24.19 | 154% |
| Returns for 10 years | N/A | 110.13 | - |
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