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CLBFX vs SQBFX
CLBFX vs SQBFX Comparison
Open Charts CLBFX vs SQBFX
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC A
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets82.41M
CLBFX vs SQBFX Comparison Chart in %
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CLBFX vs. SQBFX commentary
Dec 13, 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 StrongBuy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SQBFX (82.4M). CLBFX pays higher dividends than SQBFX: CLBFX (1.83) vs SQBFX (1.61). 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). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. SQBFX (7.35). CLBFX (43.74) and SQBFX (42.94) have equivalent 5 years return.
| 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 | 18.399 | 12.470 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82.4M | 326,456% |
| Annual Yield % from dividends | 1.83 | 1.61 | 113% |
| Returns for 1 year | 10.76 | 7.35 | 146% |
| Returns for 3 years | 45.23 | 43.39 | 104% |
| Returns for 5 years | 43.74 | 42.94 | 102% |
| Returns for 10 years | 97.46 | N/A | - |
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