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BALCX vs SQCBX
BALCX vs SQCBX Comparison
Open Charts BALCX vs SQCBX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets74.28M
BALCX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. SQCBX (74.3M). SQCBX pays higher dividends than BALCX: SQCBX (1.78) vs BALCX (1.18). BALCX was incepted earlier than SQCBX: BALCX (24 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 : 9.41 vs. BALCX (7.16). SQCBX return over 5 years is better than : 39.07 vs. BALCX (33.87).
| BALCX | SQCBX | BALCX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.50 | 37% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.274 | 6.579 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.18 | 1.78 | 66% |
| Returns for 1 year | 7.16 | 9.41 | 76% |
| Returns for 3 years | 27.12 | 29.74 | 91% |
| Returns for 5 years | 33.87 | 39.07 | 87% |
| Returns for 10 years | 59.19 | N/A | - |
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