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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Jun 24, 2026
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: 288B vs. SQBFX (104M). BALFX pays higher dividends than SQBFX: BALFX (1.75) vs SQBFX (1.64). BALFX was incepted earlier than SQBFX: BALFX (25 years) vs SQBFX (7 years). SQBFX (1.87) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SQBFX (9.70). 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 : 20.29 vs. BALFX (14.82). SQBFX return over 5 years is better than : 44.37 vs. BALFX (33.97).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.61 | 1.87 | 33% |
| Annual Report Gross Expense Ratio | 0.61 | 1.87 | 33% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 8.238 | 10.070 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 104M | 276,923% |
| Annual Yield % from dividends | 1.75 | 1.64 | 107% |
| Returns for 1 year | 14.82 | 20.29 | 73% |
| Returns for 3 years | 42.73 | 51.47 | 83% |
| Returns for 5 years | 33.97 | 44.37 | 77% |
| Returns for 10 years | 87.44 | N/A | - |
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