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CLBCX vs SQBIX
CLBCX vs SQBIX Comparison
Open Charts CLBCX vs SQBIX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC Instl
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets74.28M
CLBCX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. SQBIX (74.3M). SQBIX pays higher dividends than CLBCX: SQBIX (1.67) vs CLBCX (1.12). CLBCX was incepted earlier than SQBIX: CLBCX (24 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 : 10.81 vs. CLBCX (7.14). SQBIX return over 5 years is better than : 46.67 vs. CLBCX (34.64).
| CLBCX | SQBIX | CLBCX / SQBIX | |
| Total Expense Ratio | 1.35 | 2.39 | 56% |
| Annual Report Gross Expense Ratio | 1.35 | 2.39 | 56% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.208 | 7.456 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.12 | 1.67 | 67% |
| Returns for 1 year | 7.14 | 10.81 | 66% |
| Returns for 3 years | 27.58 | 34.23 | 81% |
| Returns for 5 years | 34.64 | 46.67 | 74% |
| Returns for 10 years | 65.77 | N/A | - |
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