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CLBCX vs SQBFX
CLBCX vs SQBFX Comparison
Open Charts CLBCX vs SQBFX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
CLBCX vs SQBFX Comparison Chart in %
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CLBCX vs. SQBFX commentary
Sep 09, 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 CLBCX is a Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. SQBFX (76M). SQBFX pays higher dividends than CLBCX: SQBFX (1.65) vs CLBCX (1.11). CLBCX was incepted earlier than SQBFX: CLBCX (24 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). CLBCX has a lower initial minimum investment than SQBFX: CLBCX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 12.17 vs. CLBCX (9.15). SQBFX return over 5 years is better than : 46.25 vs. CLBCX (36.30).
| CLBCX | SQBFX | CLBCX / SQBFX | |
| Total Expense Ratio | 1.35 | 2.66 | 51% |
| Annual Report Gross Expense Ratio | 1.35 | 2.66 | 51% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 10.785 | 8.974 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.11 | 1.65 | 67% |
| Returns for 1 year | 9.15 | 12.17 | 75% |
| Returns for 3 years | 37.75 | 43.45 | 87% |
| Returns for 5 years | 36.30 | 46.25 | 78% |
| Returns for 10 years | 74.80 | N/A | - |