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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$39.70
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC Instl
Price$15.23
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets82.02M
BALFX vs SQBIX Comparison Chart in %
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BALFX vs. SQBIX commentary
Dec 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 StrongBuy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. SQBIX (82M). BALFX (1.67) and SQBIX (1.59) have matching dividends . BALFX was incepted earlier than SQBIX: BALFX (25 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). BALFX has a lower initial minimum investment than SQBIX: BALFX (250) vs SQBIX (100000). BALFX annual gain was more profitable for investors over the last year : 10.59 vs. SQBIX (7.60). SQBIX return over 5 years is better than : 44.81 vs. BALFX (40.67).
| BALFX | SQBIX | BALFX / SQBIX | |
| Total Expense Ratio | 0.61 | 2.39 | 26% |
| Annual Report Gross Expense Ratio | 0.61 | 2.39 | 26% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 18.221 | 12.735 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82M | 328,049% |
| Annual Yield % from dividends | 1.67 | 1.59 | 105% |
| Returns for 1 year | 10.59 | 7.60 | 139% |
| Returns for 3 years | 43.72 | 44.50 | 98% |
| Returns for 5 years | 40.67 | 44.81 | 91% |
| Returns for 10 years | 80.57 | N/A | - |
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