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RLBBX vs SQBIX
RLBBX vs SQBIX Comparison
Open Charts RLBBX vs SQBIX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLBBX vs SQBIX Comparison Chart
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RLBBX vs. SQBIX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. SQBIX (70.1M). SQBIX pays higher dividends than RLBBX: SQBIX (1.73) vs RLBBX (1.23). 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 : 9.20 vs. RLBBX (4.47). SQBIX return over 5 years is better than : 52.18 vs. RLBBX (34.04).
| 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 | 4.082 | 3.073 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.23 | 1.73 | 71% |
| Returns for 1 year | 4.47 | 9.20 | 49% |
| Returns for 3 years | 30.06 | 37.00 | 81% |
| Returns for 5 years | 34.04 | 52.18 | 65% |
| Returns for 10 years | 51.22 | N/A | - |
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