Interact to see
Advertisement
Advertisement
BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC A
Price$15.14
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets83.18M
BALFX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBFX commentary
Dec 25, 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 StrongBuy and SQBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. SQBFX (83.2M). BALFX (1.67) and SQBFX (1.61) have matching dividends . 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 : 11.12 vs. BALFX (9.14). SQBFX return over 5 years is better than : 42.89 vs. BALFX (34.52).
| 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 | 10.604 | 12.917 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 83.2M | 323,317% |
| Annual Yield % from dividends | 1.67 | 1.61 | 103% |
| Returns for 1 year | 9.14 | 11.12 | 82% |
| Returns for 3 years | 37.54 | 46.06 | 81% |
| Returns for 5 years | 34.52 | 42.89 | 80% |
| Returns for 10 years | 73.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement