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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC A
Price$14.44
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets74.29M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Aug 16, 2025
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 Buy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. SQBFX (74.3M). BALFX pays higher dividends than SQBFX: BALFX (1.79) vs SQBFX (1.69). BALFX was incepted earlier than SQBFX: BALFX (24 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). BALFX has a lower initial minimum investment than SQBFX: BALFX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 10.80 vs. BALFX (7.95). SQBFX return over 5 years is better than : 45.19 vs. BALFX (37.91).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.61 | 2.66 | 23% |
| Annual Report Gross Expense Ratio | 0.61 | 2.66 | 23% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.747 | 7.488 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.79 | 1.69 | 106% |
| Returns for 1 year | 7.95 | 10.80 | 74% |
| Returns for 3 years | 29.46 | 33.41 | 88% |
| Returns for 5 years | 37.91 | 45.19 | 84% |
| Returns for 10 years | 66.08 | N/A | - |
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