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BALCX vs SQBIX
BALCX vs SQBIX Comparison
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BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Aug 23, 2026
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: 283B vs. SQBIX (110M). SQBIX pays higher dividends than BALCX: SQBIX (1.63) vs BALCX (1.16). BALCX was incepted earlier than SQBIX: BALCX (25 years) vs SQBIX (7 years). SQBIX (1.61) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. SQBIX (9.70). 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 : 18.20 vs. BALCX (11.76). SQBIX return over 5 years is better than : 50.21 vs. BALCX (29.99).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.30 | 1.61 | 81% |
| Annual Report Gross Expense Ratio | 1.30 | 1.61 | 81% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.604 | 12.629 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 110M | 257,273% |
| Annual Yield % from dividends | 1.16 | 1.63 | 71% |
| Returns for 1 year | 11.76 | 18.20 | 65% |
| Returns for 3 years | 41.83 | 54.24 | 77% |
| Returns for 5 years | 29.99 | 50.21 | 60% |
| Returns for 10 years | 74.16 | N/A | - |
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