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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
X-Square Balanced Fund, LLC Instl
Price$14.71
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets77.25M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Nov 20, 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 Hold and SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. SQBIX (77.2M). SQBIX pays higher dividends than RLBCX: SQBIX (1.60) vs RLBCX (1.46). 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). RLBCX annual gain was more profitable for investors over the last year : 8.62 vs. SQBIX (6.24). SQBIX return over 5 years is better than : 42.44 vs. RLBCX (36.95).
| RLBCX | SQBIX | RLBCX / SQBIX | |
| Total Expense Ratio | 0.89 | 2.39 | 37% |
| Annual Report Gross Expense Ratio | 0.89 | 2.39 | 37% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.744 | 8.396 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 77.2M | 340,674% |
| Annual Yield % from dividends | 1.46 | 1.60 | 92% |
| Returns for 1 year | 8.62 | 6.24 | 138% |
| Returns for 3 years | 39.76 | 38.32 | 104% |
| Returns for 5 years | 36.95 | 42.44 | 87% |
| Returns for 10 years | 67.89 | N/A | - |
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