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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
X-Square Balanced Fund, LLC Instl
Price$13.24
Change+$0.73 (+5.84%)
VolumeN/A
Net Assets60.08M
BALCX vs SQBIX Comparison Chart
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BALCX vs. SQBIX commentary
Apr 11, 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: 217B vs. SQBIX (60.1M). SQBIX pays higher dividends than BALCX: SQBIX (1.76) vs BALCX (1.28). BALCX was incepted earlier than SQBIX: BALCX (24 years) vs SQBIX (5 years). SQBIX (2.55) is less costly to investors than BALCX (1.32). 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 : -3.47 vs. BALCX (-4.30). SQBIX return over 5 years is better than : 39.10 vs. BALCX (26.21).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.32 | 2.50 | 53% |
| Annual Report Gross Expense Ratio | 1.32 | 2.55 | 52% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -7.130 | -9.162 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 60.1M | 361,065% |
| Annual Yield % from dividends | 1.28 | 1.76 | 73% |
| Returns for 1 year | -4.30 | -3.47 | 124% |
| Returns for 3 years | 3.18 | 8.44 | 38% |
| Returns for 5 years | 26.21 | 39.10 | 67% |
| Returns for 10 years | 34.21 | N/A | - |
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