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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
Sep 15, 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 Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. SQBFX (109M). BALFX pays higher dividends than SQBFX: BALFX (1.76) vs SQBFX (1.64). BALFX was incepted earlier than SQBFX: BALFX (26 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 : 11.32 vs. BALFX (6.65). SQBFX return over 5 years is better than : 44.59 vs. BALFX (31.40).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.61 | 1.87 | 33% |
| Annual Report Gross Expense Ratio | 0.61 | 1.87 | 33% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 8.480 | 10.138 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 109M | 261,468% |
| Annual Yield % from dividends | 1.76 | 1.64 | 108% |
| Returns for 1 year | 6.65 | 11.32 | 59% |
| Returns for 3 years | 41.33 | 47.79 | 86% |
| Returns for 5 years | 31.40 | 44.59 | 70% |
| Returns for 10 years | 83.89 | N/A | - |
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