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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$37.34
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
X-Square Balanced Fund, LLC Instl
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets75.13M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Aug 29, 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: 255B vs. SQBIX (75.1M). 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 : 9.61 vs. RLBCX (6.92). SQBIX return over 5 years is better than : 45.26 vs. RLBCX (35.08).
| 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 | 9.979 | 8.189 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 75.1M | 339,547% |
| Annual Yield % from dividends | 1.56 | 1.67 | 93% |
| Returns for 1 year | 6.92 | 9.61 | 72% |
| Returns for 3 years | 33.40 | 39.71 | 84% |
| Returns for 5 years | 35.08 | 45.26 | 78% |
| Returns for 10 years | 69.31 | N/A | - |
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