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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. SQBFX (76M). SQBFX pays higher dividends than BALCX: SQBFX (1.65) vs BALCX (1.16). BALCX was incepted earlier than SQBFX: BALCX (25 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 : 12.17 vs. BALCX (9.12). SQBFX return over 5 years is better than : 46.25 vs. BALCX (35.50).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.31 | 2.66 | 49% |
| Annual Report Gross Expense Ratio | 1.31 | 2.66 | 49% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.835 | 8.974 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.16 | 1.65 | 71% |
| Returns for 1 year | 9.12 | 12.17 | 75% |
| Returns for 3 years | 37.20 | 43.45 | 86% |
| Returns for 5 years | 35.50 | 46.25 | 77% |
| Returns for 10 years | 67.85 | N/A | - |
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