Interact to see
Advertisement
Advertisement
BALFX vs SQBIX
BALFX vs SQBIX Comparison
Open Charts BALFX vs SQBIX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC Instl
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets78.86M
BALFX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. SQBIX 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 SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. SQBIX (78.9M). BALFX pays higher dividends than SQBIX: BALFX (1.70) vs SQBIX (1.60). 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 : 9.94 vs. SQBIX (8.29). SQBIX return over 5 years is better than : 46.60 vs. BALFX (41.19).
| 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 | 16.221 | 11.264 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.70 | 1.60 | 106% |
| Returns for 1 year | 9.94 | 8.29 | 120% |
| Returns for 3 years | 43.43 | 41.36 | 105% |
| Returns for 5 years | 41.19 | 46.60 | 88% |
| Returns for 10 years | 77.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement