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BALCX vs SQCBX
BALCX vs SQCBX Comparison
Open Charts BALCX vs SQCBX
BALCX vs SQCBX Comparison Chart in %
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BALCX vs. SQCBX 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 SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. SQCBX (110M). SQCBX pays higher dividends than BALCX: SQCBX (1.75) vs BALCX (1.16). BALCX was incepted earlier than SQCBX: BALCX (25 years) vs SQCBX (7 years). SQCBX (2.64) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. SQCBX (9.70). BALCX has a lower initial minimum investment than SQCBX: BALCX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 17.07 vs. BALCX (11.76). SQCBX return over 5 years is better than : 42.35 vs. BALCX (29.99).
| BALCX | SQCBX | BALCX / SQCBX | |
| Total Expense Ratio | 1.30 | 2.64 | 49% |
| Annual Report Gross Expense Ratio | 1.30 | 2.64 | 49% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.604 | 11.903 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 110M | 257,273% |
| Annual Yield % from dividends | 1.16 | 1.75 | 66% |
| Returns for 1 year | 11.76 | 17.07 | 69% |
| Returns for 3 years | 41.83 | 49.19 | 85% |
| Returns for 5 years | 29.99 | 42.35 | 71% |
| Returns for 10 years | 74.16 | N/A | - |
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