Interact to see
Advertisement
Advertisement
BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$37.01
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
X-Square Balanced Fund, LLC Instl
Price$14.49
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets73.45M
BALFX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBIX commentary
Aug 08, 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: 253B vs. SQBIX (73.4M). BALFX pays higher dividends than SQBIX: BALFX (1.79) vs SQBIX (1.67). 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 : 13.65 vs. BALFX (11.36). SQBIX return over 5 years is better than : 44.67 vs. BALFX (36.44).
| 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 | 8.544 | 6.284 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 73.4M | 344,687% |
| Annual Yield % from dividends | 1.79 | 1.67 | 108% |
| Returns for 1 year | 11.36 | 13.65 | 83% |
| Returns for 3 years | 30.84 | 36.28 | 85% |
| Returns for 5 years | 36.44 | 44.67 | 82% |
| Returns for 10 years | 63.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement