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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC A
Price$15.50
Change+$0.56 (+3.75%)
VolumeN/A
Net Assets87M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Feb 04, 2026
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 Hold and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. SQBFX (87M). BALFX pays higher dividends than SQBFX: BALFX (1.86) vs SQBFX (1.55). 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 : 13.40 vs. BALFX (11.33). SQBFX return over 5 years is better than : 41.95 vs. BALFX (35.49).
| 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 | 2.457 | 3.878 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 87M | 310,345% |
| Annual Yield % from dividends | 1.86 | 1.55 | 120% |
| Returns for 1 year | 11.33 | 13.40 | 85% |
| Returns for 3 years | 36.69 | 41.97 | 87% |
| Returns for 5 years | 35.49 | 41.95 | 85% |
| Returns for 10 years | 87.98 | N/A | - |
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