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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
Sep 12, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. SQCBX (108M). SQCBX pays higher dividends than BALCX: SQCBX (1.73) vs BALCX (1.14). BALCX was incepted earlier than SQCBX: BALCX (26 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 : 10.12 vs. BALCX (5.86). SQCBX return over 5 years is better than : 38.44 vs. BALCX (27.49).
| BALCX | SQCBX | BALCX / SQCBX | |
| Total Expense Ratio | 1.30 | 2.64 | 49% |
| Annual Report Gross Expense Ratio | 1.30 | 2.64 | 49% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 7.959 | 9.193 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 108M | 263,889% |
| Annual Yield % from dividends | 1.14 | 1.73 | 66% |
| Returns for 1 year | 5.86 | 10.12 | 58% |
| Returns for 3 years | 38.31 | 43.64 | 88% |
| Returns for 5 years | 27.49 | 38.44 | 72% |
| Returns for 10 years | 75.19 | N/A | - |
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