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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
X-Square Balanced Fund, LLC A
Price$13.96
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets61.73M
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
Jan 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 BALCX is a Buy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. SQBFX (61.7M). 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 : 16.08 vs. BALCX (11.44). SQBFX return over 5 years is better than : 42.04 vs. BALCX (25.92).
| 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 | 1.938 | 2.346 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 61.7M | 388,979% |
| Annual Yield % from dividends | 1.59 | 1.37 | 116% |
| Returns for 1 year | 11.44 | 16.08 | 71% |
| Returns for 3 years | 10.59 | 19.58 | 54% |
| Returns for 5 years | 25.92 | 42.04 | 62% |
| Returns for 10 years | 49.96 | N/A | - |
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