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RLBBX vs SQBIX
RLBBX vs SQBIX Comparison
Open Charts RLBBX vs SQBIX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLBBX vs SQBIX Comparison Chart in %
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RLBBX vs. SQBIX commentary
Jul 06, 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: 252B vs. SQBIX (72.5M). SQBIX pays higher dividends than RLBBX: SQBIX (1.67) vs RLBBX (1.17). 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 : 11.76 vs. RLBBX (7.05). SQBIX return over 5 years is better than : 51.69 vs. RLBBX (37.07).
| 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 | 7.674 | 5.407 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.17 | 1.67 | 70% |
| Returns for 1 year | 7.05 | 11.76 | 60% |
| Returns for 3 years | 32.48 | 40.61 | 80% |
| Returns for 5 years | 37.07 | 51.69 | 72% |
| Returns for 10 years | 58.03 | N/A | - |
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