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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index I
Price$52.73
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Nov 14, 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 Buy and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.7B vs. SQCBX (78.9M). VBAIX pays higher dividends than SQCBX: VBAIX (2.00) vs SQCBX (1.71). 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 (6.88) and VBAIX (6.76) have marching annual gain over last year. SQCBX return over 5 years is better than : 39.10 vs. VBAIX (30.84).
| 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 | 10.065 | 11.294 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.71 | 2.00 | 85% |
| Returns for 1 year | 6.88 | 6.76 | 102% |
| Returns for 3 years | 36.70 | 35.89 | 102% |
| Returns for 5 years | 39.10 | 30.84 | 127% |
| Returns for 10 years | N/A | 103.32 | - |
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