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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$38.67
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets262.74B
X-Square Balanced Fund, LLC A
Price$14.50
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Nov 20, 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: 263B vs. SQBFX (77.1M). BALFX (1.70) and SQBFX (1.62) have matching dividends . 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). BALFX annual gain was more profitable for investors over the last year : 8.79 vs. SQBFX (6.56). SQBFX return over 5 years is better than : 40.98 vs. BALFX (37.92).
| 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 | 13.721 | 8.517 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 77.1M | 341,115% |
| Annual Yield % from dividends | 1.70 | 1.62 | 105% |
| Returns for 1 year | 8.79 | 6.56 | 134% |
| Returns for 3 years | 40.54 | 37.73 | 107% |
| Returns for 5 years | 37.92 | 40.98 | 93% |
| Returns for 10 years | 70.45 | N/A | - |
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