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BALCX vs SQCBX
BALCX vs SQCBX Comparison
Open Charts BALCX vs SQCBX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC C
Price$13.93
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets75.99M
BALCX vs SQCBX Comparison Chart in %
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BALCX vs. SQCBX commentary
Sep 08, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. SQCBX (76M). SQCBX pays higher dividends than BALCX: SQCBX (1.73) vs BALCX (1.16). BALCX was incepted earlier than SQCBX: BALCX (25 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). BALCX has a lower initial minimum investment than SQCBX: BALCX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 11.07 vs. BALCX (9.12). SQCBX return over 5 years is better than : 40.51 vs. BALCX (35.50).
| BALCX | SQCBX | BALCX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.50 | 37% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.835 | 8.284 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.16 | 1.73 | 67% |
| Returns for 1 year | 9.12 | 11.07 | 82% |
| Returns for 3 years | 37.20 | 39.98 | 93% |
| Returns for 5 years | 35.50 | 40.51 | 88% |
| Returns for 10 years | 67.85 | N/A | - |
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