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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
BALFX vs SQBIX Comparison Chart in %
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BALFX vs. SQBIX commentary
Jun 04, 2026
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: 279B vs. SQBIX (104M). BALFX pays higher dividends than SQBIX: BALFX (1.75) vs SQBIX (1.61). BALFX was incepted earlier than SQBIX: BALFX (25 years) vs SQBIX (7 years). SQBIX (1.61) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SQBIX (9.70). 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 : 22.99 vs. BALFX (17.70). SQBIX return over 5 years is better than : 47.17 vs. BALFX (35.27).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | 0.61 | 1.61 | 38% |
| Annual Report Gross Expense Ratio | 0.61 | 1.61 | 38% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.673 | 11.427 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 104M | 268,269% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | 17.70 | 22.99 | 77% |
| Returns for 3 years | 45.43 | 55.81 | 81% |
| Returns for 5 years | 35.27 | 47.17 | 75% |
| Returns for 10 years | 85.79 | N/A | - |
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