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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Jul 06, 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: 252B vs. SQBIX (72.5M). SQBIX pays higher dividends than RLBCX: SQBIX (1.67) vs RLBCX (1.57). 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 : 11.76 vs. RLBCX (7.52). SQBIX return over 5 years is better than : 51.69 vs. RLBCX (39.59).
| 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 | 7.917 | 5.407 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.57 | 1.67 | 94% |
| Returns for 1 year | 7.52 | 11.76 | 64% |
| Returns for 3 years | 34.01 | 40.61 | 84% |
| Returns for 5 years | 39.59 | 51.69 | 77% |
| Returns for 10 years | 62.14 | N/A | - |
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