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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC A
Price$15.50
Change+$0.56 (+3.75%)
VolumeN/A
Net Assets87M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Feb 04, 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 BALCX is a Hold and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SQBFX (87M). SQBFX pays higher dividends than BALCX: SQBFX (1.55) vs BALCX (1.25). BALCX was incepted earlier than SQBFX: BALCX (25 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). BALCX has a lower initial minimum investment than SQBFX: BALCX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 13.40 vs. BALCX (10.51). SQBFX return over 5 years is better than : 41.95 vs. BALCX (31.49).
| BALCX | SQBFX | BALCX / SQBFX | |
| Total Expense Ratio | 1.31 | 2.66 | 49% |
| Annual Report Gross Expense Ratio | 1.31 | 2.66 | 49% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 2.396 | 3.878 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 87M | 310,345% |
| Annual Yield % from dividends | 1.25 | 1.55 | 81% |
| Returns for 1 year | 10.51 | 13.40 | 78% |
| Returns for 3 years | 33.72 | 41.97 | 80% |
| Returns for 5 years | 31.49 | 41.95 | 75% |
| Returns for 10 years | 79.52 | N/A | - |
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