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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC A
Price$14.94
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets80.27M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. SQBFX (80.3M). 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). BALFX annual gain was more profitable for investors over the last year : 9.75 vs. SQBFX (6.28). SQBFX return over 5 years is better than : 41.24 vs. BALFX (38.75).
| 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 | 17.103 | 11.425 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 80.3M | 334,994% |
| Annual Yield % from dividends | 1.67 | 1.61 | 103% |
| Returns for 1 year | 9.75 | 6.28 | 155% |
| Returns for 3 years | 40.79 | 39.43 | 103% |
| Returns for 5 years | 38.75 | 41.24 | 94% |
| Returns for 10 years | 75.10 | N/A | - |
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