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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$13.76
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
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BALCX vs SQBIX Comparison Chart
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BALCX vs. SQBIX commentary
Sep 21, 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: 236B vs. SQBIX (58.2M). 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). BALCX annual gain was more profitable for investors over the last year : 23.52 vs. SQBIX (21.76).
| 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 | 13.447 | 11.886 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 58.2M | 405,498% |
| Annual Yield % from dividends | 1.59 | 1.36 | 117% |
| Returns for 1 year | 23.52 | 21.76 | 108% |
| Returns for 3 years | 13.04 | 19.61 | 66% |
| Returns for 5 years | 35.07 | N/A | - |
| Returns for 10 years | 48.00 | N/A | - |
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