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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$14.19
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets80.27M
Vanguard Balanced Index Adm
Price$53.48
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. SQCBX (80.3M). VBIAX pays higher dividends than SQCBX: VBIAX (1.98) vs SQCBX (1.70). 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 annual gain was more profitable for investors over the last year : 5.00 vs. SQCBX (4.56). SQCBX return over 5 years is better than : 35.13 vs. VBIAX (27.59).
| 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 | 9.520 | 10.999 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 61.7B | 0% |
| Annual Yield % from dividends | 1.70 | 1.98 | 86% |
| Returns for 1 year | 4.56 | 5.00 | 91% |
| Returns for 3 years | 34.80 | 32.31 | 108% |
| Returns for 5 years | 35.13 | 27.59 | 127% |
| Returns for 10 years | N/A | 98.49 | - |
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