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BALFX vs SQCBX
BALFX vs SQCBX Comparison
Open Charts BALFX vs SQCBX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets74.28M
BALFX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. SQCBX (74.3M). BALFX (1.79) and SQCBX (1.78) have matching dividends . BALFX was incepted earlier than SQCBX: BALFX (24 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). BALFX has a lower initial minimum investment than SQCBX: BALFX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 9.41 vs. BALFX (7.95). SQCBX (39.07) and BALFX (37.91) have equivalent 5 years return.
| BALFX | SQCBX | BALFX / SQCBX | |
| Total Expense Ratio | 0.61 | 3.50 | 17% |
| Annual Report Gross Expense Ratio | 0.61 | 3.50 | 17% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.747 | 6.579 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.79 | 1.78 | 101% |
| Returns for 1 year | 7.95 | 9.41 | 84% |
| Returns for 3 years | 29.46 | 29.74 | 99% |
| Returns for 5 years | 37.91 | 39.07 | 97% |
| Returns for 10 years | 66.08 | N/A | - |
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