CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
SQBIX
Price
$14.45
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
72.54M
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CLBCX vs SQBIX

Header iconCLBCX vs SQBIX Comparison
Open Charts CLBCX vs SQBIXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
CLBCX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. SQBIX (72.5M). SQBIX pays higher dividends than CLBCX: SQBIX (1.67) vs CLBCX (1.13). 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 : 11.76 vs. CLBCX (7.04). SQBIX return over 5 years is better than : 51.69 vs. CLBCX (37.95).
CLBCXSQBIXCLBCX / SQBIX
Total Expense Ratio1.352.3956%
Annual Report Gross Expense Ratio1.352.3956%
Fund Existence23 years6 years-
Gain YTD7.6605.407142%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B72.5M347,586%
Annual Yield % from dividends1.131.6768%
Returns for 1 year7.0411.7660%
Returns for 3 years33.0840.6181%
Returns for 5 years37.9551.6973%
Returns for 10 years64.69N/A-
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