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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
Jul 01, 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: 288B 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 : 18.30 vs. BALFX (13.32). SQBIX return over 5 years is better than : 44.84 vs. BALFX (34.32).
| 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 | 8.856 | 10.101 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 104M | 276,923% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | 13.32 | 18.30 | 73% |
| Returns for 3 years | 41.57 | 50.39 | 82% |
| Returns for 5 years | 34.32 | 44.84 | 77% |
| Returns for 10 years | 84.46 | N/A | - |
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