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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
X-Square Balanced Fund, LLC Instl
Price$13.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets69.15M
RLBCX vs SQBIX Comparison Chart
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RLBCX vs. SQBIX commentary
May 24, 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: 238B vs. SQBIX (69.1M). SQBIX (1.78) and RLBCX (1.70) have matching dividends . 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 : 6.48 vs. RLBCX (4.44). SQBIX return over 5 years is better than : 52.06 vs. RLBCX (36.27).
| 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 | 1.881 | 0.738 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 69.1M | 344,428% |
| Annual Yield % from dividends | 1.70 | 1.78 | 95% |
| Returns for 1 year | 4.44 | 6.48 | 68% |
| Returns for 3 years | 21.68 | 29.40 | 74% |
| Returns for 5 years | 36.27 | 52.06 | 70% |
| Returns for 10 years | 49.72 | N/A | - |
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