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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$34.53
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.88B
X-Square Balanced Fund, LLC A
Price$13.55
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets69.15M
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
May 24, 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: 238B vs. SQBFX (69.1M). SQBFX pays higher dividends than BALCX: SQBFX (1.81) vs BALCX (1.29). 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 : 7.16 vs. BALCX (4.46). SQBFX return over 5 years is better than : 50.28 vs. BALCX (33.65).
| 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 | 1.545 | 0.675 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 69.1M | 344,428% |
| Annual Yield % from dividends | 1.29 | 1.81 | 71% |
| Returns for 1 year | 4.46 | 7.16 | 62% |
| Returns for 3 years | 20.07 | 29.09 | 69% |
| Returns for 5 years | 33.65 | 50.28 | 67% |
| Returns for 10 years | 46.69 | N/A | - |
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