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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Jun 24, 2026
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: 288B vs. SQBFX (104M). SQBFX pays higher dividends than BALCX: SQBFX (1.64) vs BALCX (1.16). BALCX was incepted earlier than SQBFX: BALCX (25 years) vs SQBFX (7 years). SQBFX (1.87) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. SQBFX (9.70). 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 : 20.29 vs. BALCX (15.81). SQBFX return over 5 years is better than : 44.37 vs. BALCX (31.93).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.30 | 1.87 | 70% |
| Annual Report Gross Expense Ratio | 1.30 | 1.87 | 70% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.011 | 10.070 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 104M | 276,923% |
| Annual Yield % from dividends | 1.16 | 1.64 | 71% |
| Returns for 1 year | 15.81 | 20.29 | 78% |
| Returns for 3 years | 41.11 | 51.47 | 80% |
| Returns for 5 years | 31.93 | 44.37 | 72% |
| Returns for 10 years | 80.43 | N/A | - |
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