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RLBBX vs SQBIX
RLBBX vs SQBIX Comparison
Open Charts RLBBX vs SQBIX
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
X-Square Balanced Fund, LLC Instl
Price$14.74
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets77.13M
RLBBX vs SQBIX Comparison Chart in %
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RLBBX vs. SQBIX 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 RLBBX is a Hold and SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. SQBIX (77.1M). SQBIX pays higher dividends than RLBBX: SQBIX (1.60) vs RLBBX (1.09). RLBBX was incepted earlier than SQBIX: RLBBX (24 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). RLBBX annual gain was more profitable for investors over the last year : 7.99 vs. SQBIX (6.83). SQBIX return over 5 years is better than : 42.80 vs. RLBBX (33.81).
| RLBBX | SQBIX | RLBBX / SQBIX | |
| Total Expense Ratio | 1.32 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.32 | 2.39 | 55% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 12.995 | 8.764 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 77.1M | 342,412% |
| Annual Yield % from dividends | 1.09 | 1.60 | 68% |
| Returns for 1 year | 7.99 | 6.83 | 117% |
| Returns for 3 years | 37.73 | 38.79 | 97% |
| Returns for 5 years | 33.81 | 42.80 | 79% |
| Returns for 10 years | 63.05 | N/A | - |
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