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FBONX vs SQCBX
FBONX vs SQCBX Comparison
Open Charts FBONX vs SQCBX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC C
Price$13.31
Change-$0.05 (-0.37%)
VolumeN/A
CapitalizationN/A
FBONX vs SQCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SQCBX (60M). FBONX pays higher dividends than SQCBX: FBONX (2.50) vs SQCBX (1.42). FBONX was incepted earlier than SQCBX: FBONX (4 years) vs SQCBX (5 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SQCBX (30.18). FBONX has a lower initial minimum investment than SQCBX: FBONX (250) vs SQCBX (5000). FBONX (21.23) and SQCBX (20.49) have marching annual gain over last year.
| FBONX | SQCBX | FBONX / SQCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 14.314 | 13.624 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 60M | 393,333% |
| Annual Yield % from dividends | 2.50 | 1.42 | 176% |
| Returns for 1 year | 21.23 | 20.49 | 104% |
| Returns for 3 years | 12.91 | 13.48 | 96% |
| Returns for 5 years | N/A | 41.45 | - |
| Returns for 10 years | N/A | N/A | - |
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