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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
X-Square Balanced Fund, LLC A
Price$14.50
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Nov 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 Hold and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. SQBFX (77.1M). SQBFX pays higher dividends than BALCX: SQBFX (1.62) vs BALCX (1.10). 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). BALCX annual gain was more profitable for investors over the last year : 8.00 vs. SQBFX (6.56). SQBFX return over 5 years is better than : 40.98 vs. BALCX (33.87).
| 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 | 13.040 | 8.517 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 77.1M | 342,412% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 8.00 | 6.56 | 122% |
| Returns for 3 years | 37.81 | 37.73 | 100% |
| Returns for 5 years | 33.87 | 40.98 | 83% |
| Returns for 10 years | 63.16 | N/A | - |