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SQCBX vs VBAIX
SQCBX vs VBAIX Comparison
Open Charts SQCBX vs VBAIX
X-Square Balanced Fund, LLC C
Price$14.18
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets77.7M
Vanguard Balanced Index I
Price$52.56
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
SQCBX vs VBAIX Comparison Chart in %
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SQCBX vs. VBAIX commentary
Oct 19, 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 VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61B vs. SQCBX (77.7M). VBAIX pays higher dividends than SQCBX: VBAIX (2.03) vs SQCBX (1.70). 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 : 8.83 vs. VBAIX (6.48). SQCBX return over 5 years is better than : 40.29 vs. VBAIX (31.29).
| 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 | 9.912 | 9.605 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 61B | 0% |
| Annual Yield % from dividends | 1.70 | 2.03 | 84% |
| Returns for 1 year | 8.83 | 6.48 | 136% |
| Returns for 3 years | 45.25 | 40.54 | 112% |
| Returns for 5 years | 40.29 | 31.29 | 129% |
| Returns for 10 years | N/A | 99.01 | - |
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