Interact to see
Advertisement
Advertisement
BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
BALFX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBFX commentary
Aug 25, 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: 283B vs. SQBFX (110M). BALFX pays higher dividends than SQBFX: BALFX (1.78) vs SQBFX (1.66). 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 : 16.07 vs. BALFX (12.57). SQBFX return over 5 years is better than : 45.60 vs. BALFX (33.93).
| 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 | 10.064 | 12.438 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 110M | 257,273% |
| Annual Yield % from dividends | 1.78 | 1.66 | 107% |
| Returns for 1 year | 12.57 | 16.07 | 78% |
| Returns for 3 years | 44.90 | 52.85 | 85% |
| Returns for 5 years | 33.93 | 45.60 | 74% |
| Returns for 10 years | 82.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers