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RLBBX vs SQBIX
RLBBX vs SQBIX Comparison
Open Charts RLBBX vs SQBIX
American Funds American Balanced R2
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
X-Square Balanced Fund, LLC Instl
Price$15.20
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.27M
RLBBX vs SQBIX Comparison Chart in %
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RLBBX vs. SQBIX commentary
Oct 07, 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 RLBBX is a Buy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. SQBIX (77.3M). SQBIX pays higher dividends than RLBBX: SQBIX (1.59) vs RLBBX (1.11). RLBBX was incepted earlier than SQBIX: RLBBX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBBX has a lower initial minimum investment than SQBIX: RLBBX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 10.96 vs. RLBBX (8.76). SQBIX return over 5 years is better than : 49.74 vs. RLBBX (39.21).
| RLBBX | SQBIX | RLBBX / SQBIX | |
| Total Expense Ratio | 1.32 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.32 | 2.39 | 55% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.056 | 11.119 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 77.3M | 344,114% |
| Annual Yield % from dividends | 1.11 | 1.59 | 70% |
| Returns for 1 year | 8.76 | 10.96 | 80% |
| Returns for 3 years | 48.35 | 51.62 | 94% |
| Returns for 5 years | 39.21 | 49.74 | 79% |
| Returns for 10 years | 69.12 | N/A | - |
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