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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$34.76
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$14.05
Change+$0.09 (+0.64%)
VolumeN/A
CapitalizationN/A
BALFX vs SQBIX Comparison Chart
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BALFX vs. SQBIX commentary
Dec 25, 2024
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 (60.4M). BALFX pays higher dividends than SQBIX: BALFX (2.21) vs SQBIX (1.36). BALFX was incepted earlier than SQBIX: BALFX (24 years) vs SQBIX (5 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. SQBIX (30.18). 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 : 14.21 vs. BALFX (10.67). SQBIX return over 5 years is better than : 43.80 vs. BALFX (30.47).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 10.181 | 13.842 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 60.4M | 394,040% |
| Annual Yield % from dividends | 2.21 | 1.36 | 163% |
| Returns for 1 year | 10.67 | 14.21 | 75% |
| Returns for 3 years | 9.00 | 18.20 | 49% |
| Returns for 5 years | 30.47 | 43.80 | 70% |
| Returns for 10 years | 51.85 | N/A | - |
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