Interact to see
Advertisement
Advertisement
BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC A
Price$14.70
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets78.86M
BALCX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SQBFX commentary
Nov 14, 2025
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 Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SQBFX (78.9M). SQBFX pays higher dividends than BALCX: SQBFX (1.62) vs BALCX (1.10). 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 (7.97) and BALCX (7.94) have marching annual gain over last year. SQBFX return over 5 years is better than : 44.69 vs. BALCX (35.35).
| 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 | 14.101 | 10.978 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.10 | 1.62 | 68% |
| Returns for 1 year | 7.94 | 7.97 | 100% |
| Returns for 3 years | 39.68 | 40.23 | 99% |
| Returns for 5 years | 35.35 | 44.69 | 79% |
| Returns for 10 years | 66.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement