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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$14.71
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets86.39M
Vanguard Balanced Index Adm
Price$52.53
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets61.23B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX commentary
Jan 15, 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 Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.2B vs. SQCBX (86.4M). VBIAX pays higher dividends than SQCBX: VBIAX (2.07) vs SQCBX (1.69). 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 annual gain was more profitable for investors over the last year : 15.20 vs. VBIAX (10.86). SQCBX return over 5 years is better than : 37.16 vs. VBIAX (24.14).
| 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 | 3.516 | 1.409 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 61.2B | 0% |
| Annual Yield % from dividends | 1.69 | 2.07 | 82% |
| Returns for 1 year | 15.20 | 10.86 | 140% |
| Returns for 3 years | 40.52 | 32.67 | 124% |
| Returns for 5 years | 37.16 | 24.14 | 154% |
| Returns for 10 years | N/A | 110.05 | - |
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