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CLBFX vs SQBFX
CLBFX vs SQBFX Comparison
Open Charts CLBFX vs SQBFX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
CLBFX vs SQBFX Comparison Chart in %
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CLBFX vs. SQBFX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. SQBFX (76M). CLBFX pays higher dividends than SQBFX: CLBFX (1.94) vs SQBFX (1.65). CLBFX was incepted earlier than SQBFX: CLBFX (23 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). CLBFX has a lower initial minimum investment than SQBFX: CLBFX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 12.17 vs. CLBFX (10.11). SQBFX return over 5 years is better than : 46.25 vs. CLBFX (42.70).
| CLBFX | SQBFX | CLBFX / SQBFX | |
| Total Expense Ratio | 0.67 | 2.66 | 25% |
| Annual Report Gross Expense Ratio | 0.67 | 2.66 | 25% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.495 | 8.974 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.94 | 1.65 | 118% |
| Returns for 1 year | 10.11 | 12.17 | 83% |
| Returns for 3 years | 41.65 | 43.45 | 96% |
| Returns for 5 years | 42.70 | 46.25 | 92% |
| Returns for 10 years | 92.18 | N/A | - |