Interact to see
Advertisement
Advertisement
BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC Instl
Price$15.76
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets86.39M
BALCX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SQBIX commentary
Jan 16, 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 SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SQBIX (86.4M). SQBIX pays higher dividends than BALCX: SQBIX (1.58) vs BALCX (1.28). BALCX was incepted earlier than SQBIX: BALCX (25 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). BALCX has a lower initial minimum investment than SQBIX: BALCX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 15.90 vs. BALCX (13.38). SQBIX return over 5 years is better than : 44.97 vs. BALCX (32.47).
| BALCX | SQBIX | BALCX / SQBIX | |
| Total Expense Ratio | 1.31 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.31 | 2.39 | 55% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 2.315 | 3.480 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 86.4M | 312,500% |
| Annual Yield % from dividends | 1.28 | 1.58 | 81% |
| Returns for 1 year | 13.38 | 15.90 | 84% |
| Returns for 3 years | 34.71 | 45.19 | 77% |
| Returns for 5 years | 32.47 | 44.97 | 72% |
| Returns for 10 years | 80.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| FIRO.X | 1.898251 | 0.454095 | +31.44% |
| Firo cryptocurrency | |||
| HOT.X | 0.000533 | -0.000009 | -1.65% |
| Holo cryptocurrency | |||
| BEL.X | 0.141642 | -0.002871 | -1.99% |
| Bella Protocol cryptocurrency | |||
| KLAY.X | 0.063476 | -0.001379 | -2.13% |
| Klaytn cryptocurrency | |||
| LDO.X | 0.649004 | -0.014925 | -2.25% |
| Lido DAO cryptocurrency | |||