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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$36.29
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC Instl
Price$14.34
Change+$0.14 (+0.99%)
VolumeN/A
CapitalizationN/A
RLBCX vs SQBIX Comparison Chart
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RLBCX vs. SQBIX commentary
Nov 23, 2024
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 RLBCX is a StrongBuy and SQBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. SQBIX (62M). RLBCX pays higher dividends than SQBIX: RLBCX (1.98) vs SQBIX (1.36). RLBCX was incepted earlier than SQBIX: RLBCX (22 years) vs SQBIX (5 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SQBIX (30.18). RLBCX has a lower initial minimum investment than SQBIX: RLBCX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 23.13 vs. RLBCX (20.77). SQBIX return over 5 years is better than : 52.02 vs. RLBCX (35.05).
| RLBCX | SQBIX | RLBCX / SQBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 14.983 | 17.108 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 62M | 383,871% |
| Annual Yield % from dividends | 1.98 | 1.36 | 146% |
| Returns for 1 year | 20.77 | 23.13 | 90% |
| Returns for 3 years | 11.59 | 20.73 | 56% |
| Returns for 5 years | 35.05 | 52.02 | 67% |
| Returns for 10 years | 48.70 | N/A | - |
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