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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
X-Square Balanced Fund, LLC C
Price$14.20
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets77.44M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Oct 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 RLBAX is a Hold and SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. SQCBX (77.4M). SQCBX pays higher dividends than RLBAX: SQCBX (1.70) vs RLBAX (1.10). 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 : 10.30 vs. RLBAX (9.12). SQCBX return over 5 years is better than : 41.30 vs. RLBAX (38.04).
| 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 | 13.770 | 10.299 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 77.4M | 343,669% |
| Annual Yield % from dividends | 1.10 | 1.70 | 65% |
| Returns for 1 year | 9.12 | 10.30 | 89% |
| Returns for 3 years | 47.98 | 46.90 | 102% |
| Returns for 5 years | 38.04 | 41.30 | 92% |
| Returns for 10 years | 68.72 | N/A | - |
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