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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
X-Square Balanced Fund, LLC Instl
Price$14.71
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets77.25M
BALFX vs SQBIX Comparison Chart in %
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BALFX vs. SQBIX commentary
Nov 20, 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 Hold and SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. SQBIX (77.2M). BALFX pays higher dividends than SQBIX: BALFX (1.70) vs SQBIX (1.60). BALFX was incepted earlier than SQBIX: BALFX (25 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). BALFX annual gain was more profitable for investors over the last year : 8.95 vs. SQBIX (6.24). SQBIX return over 5 years is better than : 42.44 vs. BALFX (38.60).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | 0.61 | 2.39 | 26% |
| Annual Report Gross Expense Ratio | 0.61 | 2.39 | 26% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 14.015 | 8.396 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 77.2M | 340,674% |
| Annual Yield % from dividends | 1.70 | 1.60 | 106% |
| Returns for 1 year | 8.95 | 6.24 | 143% |
| Returns for 3 years | 40.90 | 38.32 | 107% |
| Returns for 5 years | 38.60 | 42.44 | 91% |
| Returns for 10 years | 70.89 | N/A | - |
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