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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Jul 05, 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: 252B vs. SQBFX (72.5M). BALFX pays higher dividends than SQBFX: BALFX (1.81) vs SQBFX (1.70). 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 : 11.52 vs. BALFX (7.83). SQBFX return over 5 years is better than : 49.79 vs. BALFX (41.29).
| 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 | 8.075 | 5.261 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.81 | 1.70 | 106% |
| Returns for 1 year | 7.83 | 11.52 | 68% |
| Returns for 3 years | 35.03 | 39.46 | 89% |
| Returns for 5 years | 41.29 | 49.79 | 83% |
| Returns for 10 years | 64.94 | N/A | - |