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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Jul 05, 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: 252B vs. SQBFX (72.5M). 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 : 11.52 vs. BALCX (7.03). SQBFX return over 5 years is better than : 49.79 vs. BALCX (37.14).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.31 | 2.66 | 49% |
| Annual Report Gross Expense Ratio | 1.31 | 2.66 | 49% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 7.684 | 5.261 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.19 | 1.70 | 70% |
| Returns for 1 year | 7.03 | 11.52 | 61% |
| Returns for 3 years | 32.51 | 39.46 | 82% |
| Returns for 5 years | 37.14 | 49.79 | 75% |
| Returns for 10 years | 58.16 | N/A | - |