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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
BALCX vs SQBIX Comparison Chart
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BALCX vs. SQBIX commentary
Jun 15, 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: 244B vs. SQBIX (70.1M). SQBIX pays higher dividends than BALCX: SQBIX (1.73) vs BALCX (1.24). 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 : 9.20 vs. BALCX (4.49). SQBIX return over 5 years is better than : 52.18 vs. BALCX (34.15).
| 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 | 4.121 | 3.073 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.24 | 1.73 | 72% |
| Returns for 1 year | 4.49 | 9.20 | 49% |
| Returns for 3 years | 30.13 | 37.00 | 81% |
| Returns for 5 years | 34.15 | 52.18 | 65% |
| Returns for 10 years | 51.38 | N/A | - |
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