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BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC Instl
Price$15.77
Change+$0.59 (+3.89%)
VolumeN/A
Net Assets86.7M
BALFX vs SQBIX Comparison Chart in %
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BALFX vs. SQBIX commentary
Feb 05, 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 SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. SQBIX (86.7M). BALFX pays higher dividends than SQBIX: BALFX (1.86) vs SQBIX (1.53). 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). SQBIX annual gain was more profitable for investors over the last year : 13.71 vs. BALFX (11.33). SQBIX return over 5 years is better than : 43.81 vs. BALFX (35.49).
| 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 | 2.457 | 3.945 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 86.7M | 311,419% |
| Annual Yield % from dividends | 1.86 | 1.53 | 122% |
| Returns for 1 year | 11.33 | 13.71 | 83% |
| Returns for 3 years | 36.69 | 43.10 | 85% |
| Returns for 5 years | 35.49 | 43.81 | 81% |
| Returns for 10 years | 87.98 | N/A | - |
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