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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$37.57
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
X-Square Balanced Fund, LLC Instl
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets75.13M
BALFX vs SQBIX Comparison Chart in %
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BALFX vs. SQBIX commentary
Aug 29, 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: 255B vs. SQBIX (75.1M). 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 : 9.61 vs. BALFX (7.26). SQBIX return over 5 years is better than : 45.26 vs. BALFX (36.77).
| 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 | 10.187 | 8.189 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 75.1M | 339,547% |
| Annual Yield % from dividends | 1.79 | 1.67 | 108% |
| Returns for 1 year | 7.26 | 9.61 | 76% |
| Returns for 3 years | 34.40 | 39.71 | 87% |
| Returns for 5 years | 36.77 | 45.26 | 81% |
| Returns for 10 years | 72.29 | N/A | - |
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