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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
X-Square Balanced Fund, LLC C
Price$12.84
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets66.56M
RLBAX vs SQCBX Comparison Chart
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RLBAX vs. SQCBX commentary
May 09, 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: 234B vs. SQCBX (66.6M). SQCBX pays higher dividends than RLBAX: SQCBX (1.89) vs RLBAX (1.28). RLBAX was incepted earlier than SQCBX: RLBAX (23 years) vs SQCBX (6 years). SQCBX (3.55) 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 (4.01) and RLBAX (3.92) have marching annual gain over last year. SQCBX return over 5 years is better than : 41.59 vs. RLBAX (32.45).
| RLBAX | SQCBX | RLBAX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.55 | 37% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.154 | -1.762 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 66.6M | 351,351% |
| Annual Yield % from dividends | 1.28 | 1.89 | 67% |
| Returns for 1 year | 3.92 | 4.01 | 98% |
| Returns for 3 years | 19.69 | 20.22 | 97% |
| Returns for 5 years | 32.45 | 41.59 | 78% |
| Returns for 10 years | 44.47 | N/A | - |
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