Ad is loading...
Ad is loading...
BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$14.34
Change+$0.14 (+0.99%)
VolumeN/A
CapitalizationN/A
BALCX vs SQBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SQBIX commentary
Nov 23, 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 SQBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. SQBIX (62M). BALCX pays higher dividends than SQBIX: BALCX (1.59) vs SQBIX (1.36). BALCX was incepted earlier than SQBIX: BALCX (24 years) vs SQBIX (5 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. SQBIX (30.18). 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 : 23.13 vs. BALCX (20.28). SQBIX return over 5 years is better than : 52.02 vs. BALCX (32.82).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 14.555 | 17.108 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 62M | 383,871% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 20.28 | 23.13 | 88% |
| Returns for 3 years | 10.57 | 20.73 | 51% |
| Returns for 5 years | 32.82 | 52.02 | 63% |
| Returns for 10 years | 45.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...