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CLBFX vs SQCBX
CLBFX vs SQCBX Comparison
Open Charts CLBFX vs SQCBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets74.28M
CLBFX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SQCBX (74.3M). CLBFX pays higher dividends than SQCBX: CLBFX (1.97) 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 annual gain was more profitable for investors over the last year : 9.41 vs. CLBFX (8.11). CLBFX (40.98) and SQCBX (39.07) have equivalent 5 years return.
| 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 | 9.847 | 6.579 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.97 | 1.78 | 111% |
| Returns for 1 year | 8.11 | 9.41 | 86% |
| Returns for 3 years | 31.15 | 29.74 | 105% |
| Returns for 5 years | 40.98 | 39.07 | 105% |
| Returns for 10 years | 82.32 | N/A | - |
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