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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
X-Square Balanced Fund, LLC A
Price$12.90
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets63.27M
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
Apr 19, 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: 225B vs. SQBFX (63.3M). SQBFX pays higher dividends than BALCX: SQBFX (1.79) vs BALCX (1.28). BALCX was incepted earlier than SQBFX: BALCX (24 years) vs SQBFX (5 years). SQBFX (2.80) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. SQBFX (30.18). 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 : 3.91 vs. BALCX (1.81). SQBFX return over 5 years is better than : 42.06 vs. BALCX (27.72).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.32 | 2.75 | 48% |
| Annual Report Gross Expense Ratio | 1.32 | 2.80 | 47% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.896 | -5.020 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 63.3M | 355,450% |
| Annual Yield % from dividends | 1.28 | 1.79 | 72% |
| Returns for 1 year | 1.81 | 3.91 | 46% |
| Returns for 3 years | 8.04 | 13.66 | 59% |
| Returns for 5 years | 27.72 | 42.06 | 66% |
| Returns for 10 years | 38.61 | N/A | - |