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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
X-Square Balanced Fund, LLC Instl
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.27M
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. SQBIX (77.3M). SQBIX pays higher dividends than BALCX: SQBIX (1.59) vs BALCX (1.12). BALCX was incepted earlier than SQBIX: BALCX (25 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 : 10.96 vs. BALCX (8.78). SQBIX return over 5 years is better than : 49.74 vs. BALCX (39.29).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.31 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.31 | 2.39 | 55% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 14.071 | 11.119 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 77.3M | 344,114% |
| Annual Yield % from dividends | 1.12 | 1.59 | 71% |
| Returns for 1 year | 8.78 | 10.96 | 80% |
| Returns for 3 years | 48.39 | 51.62 | 94% |
| Returns for 5 years | 39.29 | 49.74 | 79% |
| Returns for 10 years | 69.27 | N/A | - |
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