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BALCX vs SQBFX
BALCX vs SQBFX Comparison
Open Charts BALCX vs SQBFX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC A
Price$14.94
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets80.27M
BALCX vs SQBFX Comparison Chart in %
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BALCX vs. SQBFX commentary
Dec 05, 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 StrongBuy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SQBFX (80.3M). SQBFX pays higher dividends than BALCX: SQBFX (1.61) vs BALCX (1.08). 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). BALCX annual gain was more profitable for investors over the last year : 8.95 vs. SQBFX (6.28). SQBFX return over 5 years is better than : 41.24 vs. BALCX (34.67).
| 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 | 16.341 | 11.425 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 80.3M | 334,994% |
| Annual Yield % from dividends | 1.08 | 1.61 | 67% |
| Returns for 1 year | 8.95 | 6.28 | 142% |
| Returns for 3 years | 37.95 | 39.43 | 96% |
| Returns for 5 years | 34.67 | 41.24 | 84% |
| Returns for 10 years | 67.52 | N/A | - |
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