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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
Sep 12, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. SQCBX (108M). BALFX (1.76) and SQCBX (1.73) have matching dividends . BALFX was incepted earlier than SQCBX: BALFX (26 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 : 10.12 vs. BALFX (6.65). SQCBX return over 5 years is better than : 38.44 vs. BALFX (31.40).
| BALFX | SQCBX | BALFX / SQCBX | |
| Total Expense Ratio | 0.61 | 2.64 | 23% |
| Annual Report Gross Expense Ratio | 0.61 | 2.64 | 23% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 8.480 | 9.193 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 108M | 263,889% |
| Annual Yield % from dividends | 1.76 | 1.73 | 102% |
| Returns for 1 year | 6.65 | 10.12 | 66% |
| Returns for 3 years | 41.33 | 43.64 | 95% |
| Returns for 5 years | 31.40 | 38.44 | 82% |
| Returns for 10 years | 83.89 | N/A | - |
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