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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
Jun 04, 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: 279B vs. SQBIX (104M). SQBIX pays higher dividends than BALCX: SQBIX (1.61) 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 : 22.99 vs. BALCX (16.84). SQBIX return over 5 years is better than : 47.17 vs. BALCX (31.27).
| 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 | 9.372 | 11.427 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 104M | 268,269% |
| Annual Yield % from dividends | 1.16 | 1.61 | 72% |
| Returns for 1 year | 16.84 | 22.99 | 73% |
| Returns for 3 years | 42.32 | 55.81 | 76% |
| Returns for 5 years | 31.27 | 47.17 | 66% |
| Returns for 10 years | 77.17 | N/A | - |
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