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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
X-Square Balanced Fund, LLC A
Price$13.90
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets67.77M
BALFX vs SQBFX Comparison Chart
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BALFX vs. SQBFX commentary
Feb 23, 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 Hold and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. SQBFX (67.8M). 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 annual gain was more profitable for investors over the last year : 13.84 vs. BALFX (9.19). SQBFX return over 5 years is better than : 44.25 vs. BALFX (29.96).
| 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 | 2.886 | 3.742 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 67.8M | 356,932% |
| Annual Yield % from dividends | 2.21 | 1.37 | 161% |
| Returns for 1 year | 9.19 | 13.84 | 66% |
| Returns for 3 years | 17.52 | 26.90 | 65% |
| Returns for 5 years | 29.96 | 44.25 | 68% |
| Returns for 10 years | 52.44 | N/A | - |
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