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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
X-Square Balanced Fund, LLC A
Price$13.96
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets61.73M
BALFX vs SQBFX Comparison Chart
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BALFX vs. SQBFX commentary
Jan 19, 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: 240B vs. SQBFX (61.7M). 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 : 16.08 vs. BALFX (12.25). SQBFX return over 5 years is better than : 42.04 vs. BALFX (29.72).
| 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 | 1.953 | 2.346 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 61.7M | 388,979% |
| Annual Yield % from dividends | 2.21 | 1.37 | 161% |
| Returns for 1 year | 12.25 | 16.08 | 76% |
| Returns for 3 years | 12.28 | 19.58 | 63% |
| Returns for 5 years | 29.72 | 42.04 | 71% |
| Returns for 10 years | 55.85 | N/A | - |
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