BALCX
Price
$36.71
Change
-$0.02 (-0.05%)
Updated
Aug 7 closing price
Net Assets
253.12B
SQBIX
Price
$14.49
Change
-$0.02 (-0.14%)
Updated
Aug 7 closing price
Net Assets
73.45M
Interact to see
Advertisement

BALCX vs SQBIX

Header iconBALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIXBanner chart's image
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
X-Square Balanced Fund, LLC Instl
Price$14.49
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets73.45M
BALCX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. SQBIX commentary
Aug 08, 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 SQBIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. SQBIX (73.4M). SQBIX pays higher dividends than BALCX: SQBIX (1.67) vs BALCX (1.18). BALCX was incepted earlier than SQBIX: BALCX (24 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). BALCX has a lower initial minimum investment than SQBIX: BALCX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 13.65 vs. BALCX (10.54). SQBIX return over 5 years is better than : 44.67 vs. BALCX (32.47).
BALCXSQBIXBALCX / SQBIX
Total Expense Ratio1.312.3955%
Annual Report Gross Expense Ratio1.312.3955%
Fund Existence24 years6 years-
Gain YTD8.0966.284129%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets253B73.4M344,687%
Annual Yield % from dividends1.181.6771%
Returns for 1 year10.5413.6577%
Returns for 3 years28.4336.2878%
Returns for 5 years32.4744.6773%
Returns for 10 years56.72N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OKYO3.160.08
+2.60%
OKYO Pharma Limited
BEKE17.600.08
+0.46%
KE Holdings
CMPS4.31-0.05
-1.15%
COMPASS Pathways Plc
ALG222.00-2.77
-1.23%
Alamo Group
GV1.92-0.26
-11.74%
Visionary Holdings Inc.