Interact to see
Advertisement
Advertisement
BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
BALFX vs SQBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBFX commentary
Jun 15, 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: 244B vs. SQBFX (70.1M). BALFX pays higher dividends than SQBFX: BALFX (1.88) vs SQBFX (1.75). 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 : 8.38 vs. BALFX (5.26). SQBFX return over 5 years is better than : 49.46 vs. BALFX (38.20).
| 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 | 4.438 | 2.377 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.88 | 1.75 | 107% |
| Returns for 1 year | 5.26 | 8.38 | 63% |
| Returns for 3 years | 32.52 | 35.26 | 92% |
| Returns for 5 years | 38.20 | 49.46 | 77% |
| Returns for 10 years | 57.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RREYX | 30.05 | -0.25 | -0.83% |
| Russell Inv Global Real Estate Secs Y | |||
| IFUTX | 26.60 | -0.24 | -0.89% |
| Invesco Dividend Income R6 | |||
| RAFGX | 43.39 | -0.60 | -1.36% |
| American Funds AMCAP R6 | |||
| ICISX | 15.72 | -0.25 | -1.57% |
| VY® Columbia Small Cap Value II I | |||
| GTSCX | 31.35 | -0.68 | -2.12% |
| Glenmede Small Cap Equity Instl | |||