Interact to see
Advertisement
Advertisement
BALCX vs SQBIX
BALCX vs SQBIX Comparison
Open Charts BALCX vs SQBIX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC Instl
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets78.86M
BALCX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SQBIX 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 SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SQBIX (78.9M). SQBIX pays higher dividends than BALCX: SQBIX (1.60) vs BALCX (1.10). 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 : 9.12 vs. SQBIX (8.29). SQBIX return over 5 years is better than : 46.60 vs. BALCX (37.03).
| 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 | 15.516 | 11.264 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.10 | 1.60 | 69% |
| Returns for 1 year | 9.12 | 8.29 | 110% |
| Returns for 3 years | 40.63 | 41.36 | 98% |
| Returns for 5 years | 37.03 | 46.60 | 79% |
| Returns for 10 years | 70.15 | N/A | - |