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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLBCX vs SQBIX Comparison Chart
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RLBCX vs. SQBIX commentary
Jun 15, 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: 244B vs. SQBIX (70.1M). SQBIX pays higher dividends than RLBCX: SQBIX (1.73) vs RLBCX (1.63). 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 : 9.20 vs. RLBCX (4.94). SQBIX return over 5 years is better than : 52.18 vs. RLBCX (36.51).
| 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 | 4.294 | 3.073 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.63 | 1.73 | 95% |
| Returns for 1 year | 4.94 | 9.20 | 54% |
| Returns for 3 years | 31.54 | 37.00 | 85% |
| Returns for 5 years | 36.51 | 52.18 | 70% |
| Returns for 10 years | 54.99 | N/A | - |
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