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CLBFX vs SQCBX
CLBFX vs SQCBX Comparison
Open Charts CLBFX vs SQCBX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC C
Price$13.93
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets75.99M
CLBFX vs SQCBX Comparison Chart in %
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CLBFX vs. SQCBX commentary
Sep 08, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. SQCBX (76M). CLBFX pays higher dividends than SQCBX: CLBFX (1.94) vs SQCBX (1.73). CLBFX was incepted earlier than SQCBX: CLBFX (23 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). CLBFX has a lower initial minimum investment than SQCBX: CLBFX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 11.07 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 42.70 vs. SQCBX (40.51).
| CLBFX | SQCBX | CLBFX / SQCBX | |
| Total Expense Ratio | 0.67 | 3.50 | 19% |
| Annual Report Gross Expense Ratio | 0.67 | 3.50 | 19% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.495 | 8.284 | 139% |
| Front Load | N/A | N/A | - |
| 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 | 1.73 | 112% |
| Returns for 1 year | 10.11 | 11.07 | 91% |
| Returns for 3 years | 41.65 | 39.98 | 104% |
| Returns for 5 years | 42.70 | 40.51 | 105% |
| Returns for 10 years | 92.18 | N/A | - |