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BALFX vs SQBFX
BALFX vs SQBFX Comparison
Open Charts BALFX vs SQBFX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC A
Price$14.70
Change-$0.18 (-1.21%)
VolumeN/A
Net Assets78.86M
BALFX vs SQBFX Comparison Chart in %
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BALFX vs. SQBFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. SQBFX (78.9M). BALFX (1.70) and SQBFX (1.62) 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 : 8.72 vs. SQBFX (7.97). SQBFX return over 5 years is better than : 44.69 vs. BALFX (39.44).
| 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 | 14.780 | 10.978 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.70 | 1.62 | 105% |
| Returns for 1 year | 8.72 | 7.97 | 109% |
| Returns for 3 years | 42.49 | 40.23 | 106% |
| Returns for 5 years | 39.44 | 44.69 | 88% |
| Returns for 10 years | 73.97 | N/A | - |
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