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CLBCX vs SQBIX
CLBCX vs SQBIX Comparison
Open Charts CLBCX vs SQBIX
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).
| 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 | 7.660 | 5.407 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.13 | 1.67 | 68% |
| Returns for 1 year | 7.04 | 11.76 | 60% |
| Returns for 3 years | 33.08 | 40.61 | 81% |
| Returns for 5 years | 37.95 | 51.69 | 73% |
| Returns for 10 years | 64.69 | N/A | - |
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