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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets77.25M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. SQCBX (77.2M). SQCBX pays higher dividends than RLBAX: SQCBX (1.71) vs RLBAX (1.08). 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). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. SQCBX (4.86). SQCBX (35.09) and RLBAX (34.46) have equivalent 5 years return.
| 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 | 13.298 | 7.185 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 77.2M | 340,674% |
| Annual Yield % from dividends | 1.08 | 1.71 | 64% |
| Returns for 1 year | 8.15 | 4.86 | 168% |
| Returns for 3 years | 38.05 | 33.73 | 113% |
| Returns for 5 years | 34.46 | 35.09 | 98% |
| Returns for 10 years | 63.50 | N/A | - |
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