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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$34.51
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$14.05
Change+$0.09 (+0.64%)
VolumeN/A
CapitalizationN/A
BALCX vs SQBIX Comparison Chart
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BALCX vs. SQBIX commentary
Dec 25, 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 Buy and SQBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. SQBIX (60.4M). 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 : 14.21 vs. BALCX (9.88). SQBIX return over 5 years is better than : 43.80 vs. BALCX (26.64).
| 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 | 9.431 | 13.842 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 60.4M | 394,040% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 9.88 | 14.21 | 70% |
| Returns for 3 years | 7.33 | 18.20 | 40% |
| Returns for 5 years | 26.64 | 43.80 | 61% |
| Returns for 10 years | 46.12 | N/A | - |
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