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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$36.79
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
X-Square Balanced Fund, LLC C
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.36M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Aug 11, 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 RLBAX is a Buy and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. SQCBX (73.4M). SQCBX pays higher dividends than RLBAX: SQCBX (1.78) vs RLBAX (1.17). RLBAX was incepted earlier than SQCBX: RLBAX (23 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBAX has a lower initial minimum investment than SQCBX: RLBAX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 10.71 vs. RLBAX (9.31). SQCBX return over 5 years is better than : 37.37 vs. RLBAX (32.80).
| RLBAX | SQCBX | RLBAX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.50 | 37% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.447 | 5.571 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 1.17 | 1.78 | 66% |
| Returns for 1 year | 9.31 | 10.71 | 87% |
| Returns for 3 years | 29.22 | 32.62 | 90% |
| Returns for 5 years | 32.80 | 37.37 | 88% |
| Returns for 10 years | 57.96 | N/A | - |