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CLBCX vs SQBIX
CLBCX vs SQBIX Comparison
Open Charts CLBCX vs SQBIX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
CLBCX vs SQBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. SQBIX (70.1M). SQBIX pays higher dividends than CLBCX: SQBIX (1.73) vs CLBCX (1.18). CLBCX was incepted earlier than SQBIX: CLBCX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBCX has a lower initial minimum investment than SQBIX: CLBCX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 8.58 vs. CLBCX (4.49). SQBIX return over 5 years is better than : 51.32 vs. CLBCX (34.93).
| CLBCX | SQBIX | CLBCX / SQBIX | |
| Total Expense Ratio | 1.35 | 2.39 | 56% |
| Annual Report Gross Expense Ratio | 1.35 | 2.39 | 56% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.067 | 2.489 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.18 | 1.73 | 68% |
| Returns for 1 year | 4.49 | 8.58 | 52% |
| Returns for 3 years | 30.63 | 36.22 | 85% |
| Returns for 5 years | 34.93 | 51.32 | 68% |
| Returns for 10 years | 57.89 | N/A | - |
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