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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$34.59
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
X-Square Balanced Fund, LLC Instl
Price$13.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets69.15M
BALCX vs SQBIX Comparison Chart
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BALCX vs. SQBIX commentary
May 24, 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: 238B vs. SQBIX (69.1M). SQBIX pays higher dividends than BALCX: SQBIX (1.78) vs BALCX (1.29). 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 : 6.48 vs. BALCX (3.98). SQBIX return over 5 years is better than : 52.06 vs. BALCX (33.88).
| 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 | 1.721 | 0.738 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 69.1M | 344,428% |
| Annual Yield % from dividends | 1.29 | 1.78 | 72% |
| Returns for 1 year | 3.98 | 6.48 | 61% |
| Returns for 3 years | 20.44 | 29.40 | 70% |
| Returns for 5 years | 33.88 | 52.06 | 65% |
| Returns for 10 years | 46.18 | N/A | - |
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