BALCX
Price
$38.04
Change
-$0.59 (-1.53%)
Updated
Feb 3 closing price
Net Assets
269.72B
SQBFX
Price
$15.50
Change
+$0.56 (+3.75%)
Updated
Feb 3 closing price
Net Assets
87M
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BALCX vs SQBFX

Header iconBALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFXBanner chart's image
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.

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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).
BALCXSQBFXBALCX / SQBFX
Total Expense Ratio1.312.6649%
Annual Report Gross Expense Ratio1.312.6649%
Fund Existence25 years6 years-
Gain YTD2.3963.87862%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets270B87M310,345%
Annual Yield % from dividends1.251.5581%
Returns for 1 year10.5113.4078%
Returns for 3 years33.7241.9780%
Returns for 5 years31.4941.9575%
Returns for 10 years79.52N/A-
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