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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets78.86M
Vanguard Balanced Index Adm
Price$52.72
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.7B vs. SQCBX (78.9M). VBIAX pays higher dividends than SQCBX: VBIAX (1.99) vs SQCBX (1.71). 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). SQCBX (6.88) and VBIAX (6.75) have marching annual gain over last year. SQCBX return over 5 years is better than : 39.10 vs. VBIAX (30.81).
| 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 | 10.065 | 11.291 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 61.7B | 0% |
| Annual Yield % from dividends | 1.71 | 1.99 | 86% |
| Returns for 1 year | 6.88 | 6.75 | 102% |
| Returns for 3 years | 36.70 | 35.88 | 102% |
| Returns for 5 years | 39.10 | 30.81 | 127% |
| Returns for 10 years | N/A | 103.17 | - |
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