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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Sep 13, 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 Buy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SQBIX (108M). SQBIX pays higher dividends than BALCX: SQBIX (1.61) vs BALCX (1.14). BALCX was incepted earlier than SQBIX: BALCX (26 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 : 11.28 vs. BALCX (5.86). SQBIX return over 5 years is better than : 45.95 vs. BALCX (27.49).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.30 | 1.61 | 81% |
| Annual Report Gross Expense Ratio | 1.30 | 1.61 | 81% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 7.959 | 9.968 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 108M | 263,889% |
| Annual Yield % from dividends | 1.14 | 1.61 | 71% |
| Returns for 1 year | 5.86 | 11.28 | 52% |
| Returns for 3 years | 38.31 | 48.41 | 79% |
| Returns for 5 years | 27.49 | 45.95 | 60% |
| Returns for 10 years | 75.19 | N/A | - |
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