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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. SQBIX (72.5M). SQBIX pays higher dividends than BALCX: SQBIX (1.67) vs BALCX (1.19). 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 : 11.76 vs. BALCX (7.03). SQBIX return over 5 years is better than : 51.69 vs. BALCX (37.14).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.31 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.31 | 2.39 | 55% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 7.684 | 5.407 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.19 | 1.67 | 71% |
| Returns for 1 year | 7.03 | 11.76 | 60% |
| Returns for 3 years | 32.51 | 40.61 | 80% |
| Returns for 5 years | 37.14 | 51.69 | 72% |
| Returns for 10 years | 58.16 | N/A | - |
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