Ad is loading...
Ad is loading...
BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC A
Price$13.85
Change-$0.05 (-0.36%)
VolumeN/A
CapitalizationN/A
BALFX vs SQBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBFX commentary
Nov 18, 2024
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 BALFX is a StrongBuy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. SQBFX (60M). BALFX pays higher dividends than SQBFX: BALFX (2.21) vs SQBFX (1.37). BALFX was incepted earlier than SQBFX: BALFX (24 years) vs SQBFX (5 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. SQBFX (30.18). BALFX has a lower initial minimum investment than SQBFX: BALFX (250) vs SQBFX (5000). SQBFX (21.41) and BALFX (20.84) have marching annual gain over last year. SQBFX return over 5 years is better than : 46.77 vs. BALFX (34.76).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.997 | 14.417 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 60M | 393,333% |
| Annual Yield % from dividends | 2.21 | 1.37 | 161% |
| Returns for 1 year | 20.84 | 21.41 | 97% |
| Returns for 3 years | 10.40 | 16.02 | 65% |
| Returns for 5 years | 34.76 | 46.77 | 74% |
| Returns for 10 years | 50.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSNRX | 32.78 | 0.38 | +1.17% |
| Victory Global Energy Transition A | |||
| FTRIX | 26.09 | -0.24 | -0.91% |
| Fidelity Advisor Mega Cap Stock I | |||
| CNWFX | 79.04 | -0.78 | -0.98% |
| American Funds New World 529F | |||
| RYTRX | 8.20 | -0.09 | -1.09% |
| Royce Small-Cap Total Return Invmt | |||
| SBASX | 13.70 | -0.17 | -1.23% |
| Segall Bryant &Hamill Small Cap Cre Ins | |||