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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$14.70
Change+$0.49 (+3.45%)
VolumeN/A
Net Assets87M
Vanguard Balanced Index I
Price$52.27
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Feb 04, 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 Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. SQCBX (87M). VBAIX pays higher dividends than SQCBX: VBAIX (2.06) vs SQCBX (1.64). 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 : 12.41 vs. VBAIX (7.61). SQCBX return over 5 years is better than : 36.37 vs. VBAIX (22.03).
| 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 | 3.803 | 0.888 | 428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87M | 61.2B | 0% |
| Annual Yield % from dividends | 1.64 | 2.06 | 80% |
| Returns for 1 year | 12.41 | 7.61 | 163% |
| Returns for 3 years | 38.41 | 28.85 | 133% |
| Returns for 5 years | 36.37 | 22.03 | 165% |
| Returns for 10 years | N/A | 108.90 | - |
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