CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQCBX
Price
$13.61
Change
+$0.04 (+0.29%)
Updated
Jul 25 closing price
Net Assets
73.39M
Interact to see
Advertisement

CLBFX vs SQCBX

Header iconCLBFX vs SQCBX Comparison
Open Charts CLBFX vs SQCBXBanner chart's image
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC C
Price$13.61
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.39M
CLBFX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. SQCBX (73.4M). CLBFX pays higher dividends than SQCBX: CLBFX (1.99) vs SQCBX (1.78). 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 (10.80) and CLBFX (10.40) have marching annual gain over last year. CLBFX (42.59) and SQCBX (42.14) have equivalent 5 years return.
CLBFXSQCBXCLBFX / SQCBX
Total Expense Ratio0.673.5019%
Annual Report Gross Expense Ratio0.673.5019%
Fund Existence23 years6 years-
Gain YTD9.1115.494166%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends1.991.78112%
Returns for 1 year10.4010.8096%
Returns for 3 years36.4237.0198%
Returns for 5 years42.5942.14101%
Returns for 10 years81.10N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ANOHX25.230.15
+0.60%
American Century Small Cap Growth G
EVSTX22.160.11
+0.50%
Allspring Disciplined US Core C
EXHAX26.730.09
+0.34%
Manning & Napier Pro-Blend Max Term S
ASMNX20.350.05
+0.25%
AQR Small Cap Momentum Style N
GMOUX31.27-0.08
-0.26%
GMO International Equity I