BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
253.86B
SQBFX
Price
$14.29
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.16M
Interact to see
Advertisement

BALCX vs SQBFX

Header iconBALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.16M
BALCX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. SQBFX commentary
Jul 26, 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 BALCX is a Buy and SQBFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. SQBFX (73.2M). SQBFX pays higher dividends than BALCX: SQBFX (1.70) vs BALCX (1.19). BALCX was incepted earlier than SQBFX: BALCX (24 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). BALCX has a lower initial minimum investment than SQBFX: BALCX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 11.64 vs. BALCX (9.43). SQBFX return over 5 years is better than : 47.61 vs. BALCX (35.43).
BALCXSQBFXBALCX / SQBFX
Total Expense Ratio1.312.6649%
Annual Report Gross Expense Ratio1.312.6649%
Fund Existence24 years6 years-
Gain YTD8.5975.854147%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.2M346,995%
Annual Yield % from dividends1.191.7070%
Returns for 1 year9.4311.6481%
Returns for 3 years32.2040.1180%
Returns for 5 years35.4347.6174%
Returns for 10 years58.21N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MITK9.470.10
+1.07%
Mitek Systems
ALOT11.360.06
+0.53%
AstroNova
TME21.300.07
+0.33%
Tencent Music Entertainment Group
TFPM23.650.04
+0.17%
Triple Flag Precious Metals Corp
DFDV19.18-0.93
-4.62%
DeFi Development Corp