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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
X-Square Balanced Fund, LLC Instl
Price$13.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets69.15M
BALFX vs SQBIX Comparison Chart
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BALFX vs. SQBIX commentary
May 24, 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 SQBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. SQBIX (69.1M). BALFX pays higher dividends than SQBIX: BALFX (1.95) vs SQBIX (1.78). BALFX was incepted earlier than SQBIX: BALFX (24 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). BALFX has a lower initial minimum investment than SQBIX: BALFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 6.48 vs. BALFX (4.73). SQBIX return over 5 years is better than : 52.06 vs. BALFX (37.91).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | 0.61 | 2.39 | 26% |
| Annual Report Gross Expense Ratio | 0.61 | 2.39 | 26% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 1.969 | 0.738 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 69.1M | 344,428% |
| Annual Yield % from dividends | 1.95 | 1.78 | 110% |
| Returns for 1 year | 4.73 | 6.48 | 73% |
| Returns for 3 years | 22.49 | 29.40 | 76% |
| Returns for 5 years | 37.91 | 52.06 | 73% |
| Returns for 10 years | 52.16 | N/A | - |
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