Ad is loading...
FBONX vs SQBIX
FBONX vs SQBIX Comparison
Open Charts FBONX vs SQBIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$13.76
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBONX vs SQBIX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SQBIX (58.2M). FBONX pays higher dividends than SQBIX: FBONX (2.50) vs SQBIX (1.36). FBONX was incepted earlier than SQBIX: FBONX (4 years) vs SQBIX (5 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SQBIX (30.18). FBONX has a lower initial minimum investment than SQBIX: FBONX (250) vs SQBIX (100000). FBONX annual gain was more profitable for investors over the last year : 24.74 vs. SQBIX (21.76).
| FBONX | SQBIX | FBONX / SQBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 14.251 | 11.886 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 58.2M | 405,498% |
| Annual Yield % from dividends | 2.50 | 1.36 | 184% |
| Returns for 1 year | 24.74 | 21.76 | 114% |
| Returns for 3 years | 17.33 | 19.61 | 88% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |