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CLBFX vs SQBFX
CLBFX vs SQBFX Comparison
Open Charts CLBFX vs SQBFX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
CLBFX vs SQBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SQBFX (72.5M). CLBFX pays higher dividends than SQBFX: CLBFX (1.99) vs SQBFX (1.70). 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 : 11.52 vs. CLBFX (8.02). SQBFX return over 5 years is better than : 49.79 vs. CLBFX (44.49).
| 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 | 8.169 | 5.261 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.99 | 1.70 | 117% |
| Returns for 1 year | 8.02 | 11.52 | 70% |
| Returns for 3 years | 36.80 | 39.46 | 93% |
| Returns for 5 years | 44.49 | 49.79 | 89% |
| Returns for 10 years | 81.14 | N/A | - |
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