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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC A
Price$13.85
Change-$0.05 (-0.36%)
VolumeN/A
CapitalizationN/A
BALCX vs SQBFX Comparison Chart
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BALCX vs. SQBFX commentary
Nov 18, 2024
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 StrongBuy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. SQBFX (60M). BALCX pays higher dividends than SQBFX: BALCX (1.59) vs SQBFX (1.37). BALCX was incepted earlier than SQBFX: BALCX (24 years) vs SQBFX (5 years). 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 : 21.41 vs. BALCX (20.01). SQBFX return over 5 years is better than : 46.77 vs. BALCX (30.97).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.321 | 14.417 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 60M | 393,333% |
| Annual Yield % from dividends | 1.59 | 1.37 | 116% |
| Returns for 1 year | 20.01 | 21.41 | 93% |
| Returns for 3 years | 8.73 | 16.02 | 54% |
| Returns for 5 years | 30.97 | 46.77 | 66% |
| Returns for 10 years | 44.77 | N/A | - |
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