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SQCBX vs VBIAX
SQCBX vs VBIAX Comparison
Open Charts SQCBX vs VBIAX
X-Square Balanced Fund, LLC C
Price$14.18
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets77.83M
Vanguard Balanced Index Adm
Price$52.55
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
SQCBX vs VBIAX Comparison Chart in %
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SQCBX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. SQCBX (77.8M). VBIAX pays higher dividends than SQCBX: VBIAX (2.02) 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). SQCBX annual gain was more profitable for investors over the last year : 8.83 vs. VBIAX (6.48). SQCBX return over 5 years is better than : 40.29 vs. VBIAX (31.23).
| 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 | 9.912 | 9.601 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 61B | 0% |
| Annual Yield % from dividends | 1.70 | 2.02 | 84% |
| Returns for 1 year | 8.83 | 6.48 | 136% |
| Returns for 3 years | 45.25 | 40.53 | 112% |
| Returns for 5 years | 40.29 | 31.23 | 129% |
| Returns for 10 years | N/A | 98.86 | - |
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