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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
Sep 15, 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 Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SQBFX (109M). SQBFX pays higher dividends than BALCX: SQBFX (1.64) vs BALCX (1.14). BALCX was incepted earlier than SQBFX: BALCX (26 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 : 11.32 vs. BALCX (5.86). SQBFX return over 5 years is better than : 44.59 vs. BALCX (27.49).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.30 | 1.87 | 70% |
| Annual Report Gross Expense Ratio | 1.30 | 1.87 | 70% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 7.959 | 10.138 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 109M | 261,468% |
| Annual Yield % from dividends | 1.14 | 1.64 | 70% |
| Returns for 1 year | 5.86 | 11.32 | 52% |
| Returns for 3 years | 38.31 | 47.79 | 80% |
| Returns for 5 years | 27.49 | 44.59 | 62% |
| Returns for 10 years | 75.19 | N/A | - |
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