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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$34.82
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
X-Square Balanced Fund, LLC A
Price$13.55
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets69.15M
BALFX vs SQBFX Comparison Chart
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BALFX vs. SQBFX commentary
May 24, 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: 238B vs. SQBFX (69.1M). BALFX pays higher dividends than SQBFX: BALFX (1.95) vs SQBFX (1.81). 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 : 7.16 vs. BALFX (5.20). SQBFX return over 5 years is better than : 50.28 vs. BALFX (37.71).
| 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 | 1.822 | 0.675 | 270% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 69.1M | 344,428% |
| Annual Yield % from dividends | 1.95 | 1.81 | 108% |
| Returns for 1 year | 5.20 | 7.16 | 73% |
| Returns for 3 years | 22.11 | 29.09 | 76% |
| Returns for 5 years | 37.71 | 50.28 | 75% |
| Returns for 10 years | 52.73 | N/A | - |
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