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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
Jun 15, 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: 244B vs. SQBFX (70.1M). SQBFX pays higher dividends than BALCX: SQBFX (1.75) vs BALCX (1.24). 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 : 8.38 vs. BALCX (4.49). SQBFX return over 5 years is better than : 49.46 vs. BALCX (34.15).
| 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 | 4.121 | 2.377 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.24 | 1.75 | 71% |
| Returns for 1 year | 4.49 | 8.38 | 54% |
| Returns for 3 years | 30.13 | 35.26 | 85% |
| Returns for 5 years | 34.15 | 49.46 | 69% |
| Returns for 10 years | 51.38 | N/A | - |
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