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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
BALFX vs SQBIX Comparison Chart
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BALFX vs. SQBIX commentary
Jun 15, 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: 244B vs. SQBIX (70.1M). BALFX pays higher dividends than SQBIX: BALFX (1.88) vs SQBIX (1.73). 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 : 9.20 vs. BALFX (5.26). SQBIX return over 5 years is better than : 52.18 vs. BALFX (38.20).
| 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 | 4.438 | 3.073 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.88 | 1.73 | 109% |
| Returns for 1 year | 5.26 | 9.20 | 57% |
| Returns for 3 years | 32.52 | 37.00 | 88% |
| Returns for 5 years | 38.20 | 52.18 | 73% |
| Returns for 10 years | 57.60 | N/A | - |
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