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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$33.25
Change+$1.61 (+5.09%)
VolumeN/A
Net Assets217.49B
X-Square Balanced Fund, LLC Instl
Price$13.24
Change+$0.73 (+5.84%)
VolumeN/A
Net Assets60.08M
RLBCX vs SQBIX Comparison Chart
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RLBCX vs. SQBIX commentary
Apr 11, 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.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 217B vs. SQBIX (60.1M). SQBIX (1.76) and RLBCX (1.69) have matching dividends . RLBCX was incepted earlier than SQBIX: RLBCX (23 years) vs SQBIX (5 years). SQBIX (2.55) is less costly to investors than RLBCX (0.89). 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 : -3.47 vs. RLBCX (-3.89). SQBIX return over 5 years is better than : 39.10 vs. RLBCX (28.45).
| RLBCX | SQBIX | RLBCX / SQBIX | |
| Total Expense Ratio | 0.89 | 2.50 | 36% |
| Annual Report Gross Expense Ratio | 0.89 | 2.55 | 35% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -7.023 | -9.162 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 60.1M | 361,065% |
| Annual Yield % from dividends | 1.69 | 1.76 | 96% |
| Returns for 1 year | -3.89 | -3.47 | 112% |
| Returns for 3 years | 4.21 | 8.44 | 50% |
| Returns for 5 years | 28.45 | 39.10 | 73% |
| Returns for 10 years | 37.45 | N/A | - |