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BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC Instl
Price$15.77
Change+$0.59 (+3.89%)
VolumeN/A
Net Assets86.7M
BALCX vs SQBIX Comparison Chart in %
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BALCX vs. SQBIX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. SQBIX (86.7M). SQBIX pays higher dividends than BALCX: SQBIX (1.53) vs BALCX (1.25). 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 : 13.71 vs. BALCX (10.51). SQBIX return over 5 years is better than : 43.81 vs. BALCX (31.49).
| 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 | 2.396 | 3.945 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 86.7M | 311,419% |
| Annual Yield % from dividends | 1.25 | 1.53 | 82% |
| Returns for 1 year | 10.51 | 13.71 | 77% |
| Returns for 3 years | 33.72 | 43.10 | 78% |
| Returns for 5 years | 31.49 | 43.81 | 72% |
| Returns for 10 years | 79.52 | N/A | - |
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