Interact to see
Advertisement
Advertisement
BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
BALFX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBFX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. SQBFX (76M). BALFX pays higher dividends than SQBFX: BALFX (1.77) vs SQBFX (1.65). BALFX was incepted earlier than SQBFX: BALFX (25 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 : 12.17 vs. BALFX (9.94). SQBFX return over 5 years is better than : 46.25 vs. BALFX (39.60).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.61 | 2.66 | 23% |
| Annual Report Gross Expense Ratio | 0.61 | 2.66 | 23% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 11.360 | 8.974 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.77 | 1.65 | 107% |
| Returns for 1 year | 9.94 | 12.17 | 82% |
| Returns for 3 years | 39.77 | 43.45 | 92% |
| Returns for 5 years | 39.60 | 46.25 | 86% |
| Returns for 10 years | 75.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement