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BALFX vs SQCBX
BALFX vs SQCBX Comparison
Open Charts BALFX vs SQCBX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC C
Price$13.93
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets75.99M
BALFX vs SQCBX Comparison Chart in %
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BALFX vs. SQCBX commentary
Sep 08, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. SQCBX (76M). BALFX (1.77) and SQCBX (1.73) have matching dividends . BALFX was incepted earlier than SQCBX: BALFX (25 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 : 11.07 vs. BALFX (9.94). SQCBX (40.51) and BALFX (39.60) 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 | 25 years | 6 years | - |
| Gain YTD | 11.360 | 8.284 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.77 | 1.73 | 102% |
| Returns for 1 year | 9.94 | 11.07 | 90% |
| Returns for 3 years | 39.77 | 39.98 | 99% |
| Returns for 5 years | 39.60 | 40.51 | 98% |
| Returns for 10 years | 75.07 | N/A | - |
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