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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
X-Square Balanced Fund, LLC Instl
Price$13.24
Change+$0.73 (+5.84%)
VolumeN/A
Net Assets60.08M
BALFX vs SQBIX Comparison Chart
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BALFX vs. SQBIX commentary
Apr 11, 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: 217B vs. SQBIX (60.1M). BALFX pays higher dividends than SQBIX: BALFX (1.95) vs SQBIX (1.76). BALFX was incepted earlier than SQBIX: BALFX (24 years) vs SQBIX (5 years). SQBIX (2.55) is less costly to investors than BALFX (0.62). 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 (-3.47) and BALFX (-3.61) have marching annual gain over last year. SQBIX return over 5 years is better than : 39.10 vs. BALFX (30.02).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | 0.62 | 2.50 | 25% |
| Annual Report Gross Expense Ratio | 0.62 | 2.55 | 24% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -6.950 | -9.162 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 60.1M | 361,065% |
| Annual Yield % from dividends | 1.95 | 1.76 | 111% |
| Returns for 1 year | -3.61 | -3.47 | 104% |
| Returns for 3 years | 4.96 | 8.44 | 59% |
| Returns for 5 years | 30.02 | 39.10 | 77% |
| Returns for 10 years | 39.80 | N/A | - |
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