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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
X-Square Balanced Fund, LLC A
Price$13.90
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets67.77M
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
Feb 23, 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 Hold and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. SQBFX (67.8M). BALCX pays higher dividends than SQBFX: BALCX (1.59) vs SQBFX (1.37). BALCX was incepted earlier than SQBFX: BALCX (24 years) vs SQBFX (5 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. SQBFX (30.18). 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 : 13.84 vs. BALCX (8.38). SQBFX return over 5 years is better than : 44.25 vs. BALCX (26.14).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 2.790 | 3.742 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 67.8M | 356,932% |
| Annual Yield % from dividends | 1.59 | 1.37 | 116% |
| Returns for 1 year | 8.38 | 13.84 | 61% |
| Returns for 3 years | 15.69 | 26.90 | 58% |
| Returns for 5 years | 26.14 | 44.25 | 59% |
| Returns for 10 years | 46.66 | N/A | - |
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