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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC Instl
Price$15.23
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets82.02M
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Dec 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 StrongBuy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SQBIX (82M). SQBIX pays higher dividends than BALCX: SQBIX (1.59) vs BALCX (1.08). 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). BALCX annual gain was more profitable for investors over the last year : 9.79 vs. SQBIX (7.60). SQBIX return over 5 years is better than : 44.81 vs. BALCX (36.51).
| 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 | 17.432 | 12.735 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82M | 328,049% |
| Annual Yield % from dividends | 1.08 | 1.59 | 68% |
| Returns for 1 year | 9.79 | 7.60 | 129% |
| Returns for 3 years | 40.91 | 44.50 | 92% |
| Returns for 5 years | 36.51 | 44.81 | 81% |
| Returns for 10 years | 72.83 | N/A | - |
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