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CLBFX vs SQCBX
CLBFX vs SQCBX Comparison
Open Charts CLBFX vs SQCBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.54M
CLBFX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SQCBX (72.5M). 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 annual gain was more profitable for investors over the last year : 10.34 vs. CLBFX (8.02). CLBFX (44.49) and SQCBX (43.89) 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 | 8.169 | 4.643 | 176% |
| Front Load | N/A | N/A | - |
| 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 | 1.78 | 112% |
| Returns for 1 year | 8.02 | 10.34 | 78% |
| Returns for 3 years | 36.80 | 35.91 | 102% |
| Returns for 5 years | 44.49 | 43.89 | 101% |
| Returns for 10 years | 81.14 | N/A | - |
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