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CLBCX vs SQCBX
CLBCX vs SQCBX Comparison
Open Charts CLBCX vs SQCBX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets74.28M
CLBCX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. SQCBX (74.3M). SQCBX pays higher dividends than CLBCX: SQCBX (1.78) vs CLBCX (1.12). CLBCX was incepted earlier than SQCBX: CLBCX (24 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). CLBCX has a lower initial minimum investment than SQCBX: CLBCX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 9.41 vs. CLBCX (7.14). SQCBX return over 5 years is better than : 39.07 vs. CLBCX (34.64).
| CLBCX | SQCBX | CLBCX / SQCBX | |
| Total Expense Ratio | 1.35 | 3.50 | 39% |
| Annual Report Gross Expense Ratio | 1.35 | 3.50 | 39% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.208 | 6.579 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 7.14 | 9.41 | 76% |
| Returns for 3 years | 27.58 | 29.74 | 93% |
| Returns for 5 years | 34.64 | 39.07 | 89% |
| Returns for 10 years | 65.77 | N/A | - |
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