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BALFX vs SQCBX
BALFX vs SQCBX Comparison
Open Charts BALFX vs SQCBX
BALFX vs SQCBX Comparison Chart in %
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BALFX vs. SQCBX commentary
Aug 23, 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 SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. SQCBX (110M). BALFX (1.78) and SQCBX (1.75) have matching dividends . BALFX was incepted earlier than SQCBX: BALFX (25 years) vs SQCBX (7 years). SQCBX (2.64) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. SQCBX (9.70). BALFX has a lower initial minimum investment than SQCBX: BALFX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 17.07 vs. BALFX (12.57). SQCBX return over 5 years is better than : 42.35 vs. BALFX (33.93).
| BALFX | SQCBX | BALFX / SQCBX | |
| Total Expense Ratio | 0.61 | 2.64 | 23% |
| Annual Report Gross Expense Ratio | 0.61 | 2.64 | 23% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 10.064 | 11.903 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 110M | 257,273% |
| Annual Yield % from dividends | 1.78 | 1.75 | 101% |
| Returns for 1 year | 12.57 | 17.07 | 74% |
| Returns for 3 years | 44.90 | 49.19 | 91% |
| Returns for 5 years | 33.93 | 42.35 | 80% |
| Returns for 10 years | 82.80 | N/A | - |
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