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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
Aug 03, 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 Buy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. SQBIX (106M). BALFX pays higher dividends than SQBIX: BALFX (1.78) vs SQBIX (1.63). 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 : 17.34 vs. BALFX (11.29). SQBIX return over 5 years is better than : 45.51 vs. BALFX (32.23).
| 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 | 8.372 | 10.434 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 106M | 271,698% |
| Annual Yield % from dividends | 1.78 | 1.63 | 109% |
| Returns for 1 year | 11.29 | 17.34 | 65% |
| Returns for 3 years | 38.49 | 46.55 | 83% |
| Returns for 5 years | 32.23 | 45.51 | 71% |
| Returns for 10 years | 82.24 | N/A | - |
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