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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
X-Square Balanced Fund, LLC Instl
Price$14.74
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Nov 20, 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 Hold and SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. SQBIX (77.1M). SQBIX pays higher dividends than BALCX: SQBIX (1.60) vs BALCX (1.10). 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). BALCX annual gain was more profitable for investors over the last year : 8.00 vs. SQBIX (6.83). SQBIX return over 5 years is better than : 42.80 vs. BALCX (33.87).
| 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 | 13.040 | 8.764 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 77.1M | 342,412% |
| Annual Yield % from dividends | 1.10 | 1.60 | 69% |
| Returns for 1 year | 8.00 | 6.83 | 117% |
| Returns for 3 years | 37.81 | 38.79 | 97% |
| Returns for 5 years | 33.87 | 42.80 | 79% |
| Returns for 10 years | 63.16 | N/A | - |
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