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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
X-Square Balanced Fund, LLC A
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.7M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Oct 19, 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 BALFX is a Buy and SQBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. SQBFX (77.7M). BALFX pays higher dividends than SQBFX: BALFX (1.72) vs SQBFX (1.61). BALFX was incepted earlier than SQBFX: BALFX (25 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). BALFX has a lower initial minimum investment than SQBFX: BALFX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 10.03 vs. BALFX (8.67). SQBFX return over 5 years is better than : 46.06 vs. BALFX (41.92).
| BALFX | SQBFX | BALFX / SQBFX | |
| Total Expense Ratio | 0.61 | 2.66 | 23% |
| Annual Report Gross Expense Ratio | 0.61 | 2.66 | 23% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 14.603 | 10.831 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 77.7M | 342,342% |
| Annual Yield % from dividends | 1.72 | 1.61 | 107% |
| Returns for 1 year | 8.67 | 10.03 | 87% |
| Returns for 3 years | 50.44 | 49.07 | 103% |
| Returns for 5 years | 41.92 | 46.06 | 91% |
| Returns for 10 years | 75.26 | N/A | - |
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