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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
X-Square Balanced Fund, LLC A
Price$12.90
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets63.27M
BALFX vs SQBFX Comparison Chart
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BALFX vs. SQBFX commentary
Apr 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: 225B vs. SQBFX (63.3M). BALFX pays higher dividends than SQBFX: BALFX (1.95) vs SQBFX (1.79). BALFX was incepted earlier than SQBFX: BALFX (24 years) vs SQBFX (5 years). SQBFX (2.80) is less costly to investors than BALFX (0.62). 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 : 3.91 vs. BALFX (2.53). SQBFX return over 5 years is better than : 42.06 vs. BALFX (31.55).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.62 | 2.75 | 23% |
| Annual Report Gross Expense Ratio | 0.62 | 2.80 | 22% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -3.705 | -5.020 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 63.3M | 355,450% |
| Annual Yield % from dividends | 1.95 | 1.79 | 109% |
| Returns for 1 year | 2.53 | 3.91 | 65% |
| Returns for 3 years | 9.90 | 13.66 | 72% |
| Returns for 5 years | 31.55 | 42.06 | 75% |
| Returns for 10 years | 44.27 | N/A | - |