RLBCX
Price
$36.79
Change
-$0.02 (-0.05%)
Updated
Aug 7 closing price
Net Assets
253.12B
SQBIX
Price
$14.49
Change
-$0.02 (-0.14%)
Updated
Aug 7 closing price
Net Assets
73.45M
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RLBCX vs SQBIX

Header iconRLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIXBanner chart's image
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
X-Square Balanced Fund, LLC Instl
Price$14.49
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets73.45M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Aug 08, 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 RLBCX is a Buy and SQBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. SQBIX (73.4M). SQBIX pays higher dividends than RLBCX: SQBIX (1.67) vs RLBCX (1.56). RLBCX was incepted earlier than SQBIX: RLBCX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). 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 : 13.65 vs. RLBCX (11.04). SQBIX return over 5 years is better than : 44.67 vs. RLBCX (34.79).
RLBCXSQBIXRLBCX / SQBIX
Total Expense Ratio0.892.3937%
Annual Report Gross Expense Ratio0.892.3937%
Fund Existence23 years6 years-
Gain YTD8.3596.284133%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets253B73.4M344,687%
Annual Yield % from dividends1.561.6793%
Returns for 1 year11.0413.6581%
Returns for 3 years29.8436.2882%
Returns for 5 years34.7944.6778%
Returns for 10 years60.65N/A-
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