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FBONX vs SQBFX
FBONX vs SQBFX Comparison
Open Charts FBONX vs SQBFX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC A
Price$13.58
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
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FBONX vs SQBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SQBFX (58.2M). FBONX pays higher dividends than SQBFX: FBONX (2.50) vs SQBFX (1.37). FBONX was incepted earlier than SQBFX: FBONX (4 years) vs SQBFX (5 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SQBFX (30.18). FBONX has a lower initial minimum investment than SQBFX: FBONX (250) vs SQBFX (5000). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. SQBFX (18.95).
| FBONX | SQBFX | FBONX / SQBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 12.986 | 11.119 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 58.2M | 405,498% |
| Annual Yield % from dividends | 2.50 | 1.37 | 182% |
| Returns for 1 year | 21.32 | 18.95 | 113% |
| Returns for 3 years | 14.84 | 16.35 | 91% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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