RLBBX
Price
$37.25
Change
+$0.07 (+0.19%)
Updated
Aug 27 closing price
Net Assets
255.46B
SQBIX
Price
$14.79
Change
+$0.02 (+0.14%)
Updated
Aug 27 closing price
Net Assets
75.13M
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RLBBX vs SQBIX

Header iconRLBBX vs SQBIX Comparison
Open Charts RLBBX vs SQBIXBanner chart's image
American Funds American Balanced R2
Price$37.25
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
X-Square Balanced Fund, LLC Instl
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets75.13M
RLBBX vs SQBIX Comparison Chart in %
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RLBBX vs. SQBIX commentary
Aug 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 255B vs. SQBIX (75.1M). SQBIX pays higher dividends than RLBBX: SQBIX (1.67) vs RLBBX (1.16). 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 : 9.61 vs. RLBBX (6.45). SQBIX return over 5 years is better than : 45.26 vs. RLBBX (32.66).
RLBBXSQBIXRLBBX / SQBIX
Total Expense Ratio1.322.3955%
Annual Report Gross Expense Ratio1.322.3955%
Fund Existence23 years6 years-
Gain YTD9.6768.189118%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets255B75.1M339,547%
Annual Yield % from dividends1.161.6770%
Returns for 1 year6.459.6167%
Returns for 3 years31.8939.7180%
Returns for 5 years32.6645.2672%
Returns for 10 years65.08N/A-
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