BALCX
Price
$37.11
Change
-$0.08 (-0.22%)
Updated
Aug 15 closing price
Net Assets
256.26B
SQBFX
Price
$14.44
Change
-$0.03 (-0.21%)
Updated
Aug 15 closing price
Net Assets
74.29M
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BALCX vs SQBFX

Header iconBALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFXBanner chart's image
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC A
Price$14.44
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets74.29M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Aug 16, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. SQBFX (74.3M). SQBFX pays higher dividends than BALCX: SQBFX (1.69) vs BALCX (1.18). 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 : 10.80 vs. BALCX (7.16). SQBFX return over 5 years is better than : 45.19 vs. BALCX (33.87).
BALCXSQBFXBALCX / SQBFX
Total Expense Ratio1.312.6649%
Annual Report Gross Expense Ratio1.312.6649%
Fund Existence24 years6 years-
Gain YTD9.2747.488124%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets256B74.3M344,549%
Annual Yield % from dividends1.181.6970%
Returns for 1 year7.1610.8066%
Returns for 3 years27.1233.4181%
Returns for 5 years33.8745.1975%
Returns for 10 years59.19N/A-
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