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RLBCX vs SQCBX
RLBCX vs SQCBX Comparison
Open Charts RLBCX vs SQCBX
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
X-Square Balanced Fund, LLC C
Price$12.84
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets66.56M
RLBCX vs SQCBX Comparison Chart
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RLBCX vs. SQCBX commentary
May 09, 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 SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. SQCBX (66.6M). SQCBX pays higher dividends than RLBCX: SQCBX (1.89) vs RLBCX (1.70). RLBCX was incepted earlier than SQCBX: RLBCX (23 years) vs SQCBX (6 years). SQCBX (3.55) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBCX has a lower initial minimum investment than SQCBX: RLBCX (250) vs SQCBX (5000). RLBCX annual gain was more profitable for investors over the last year : 4.39 vs. SQCBX (4.01). SQCBX return over 5 years is better than : 41.59 vs. RLBCX (34.93).
| RLBCX | SQCBX | RLBCX / SQCBX | |
| Total Expense Ratio | 0.89 | 3.50 | 25% |
| Annual Report Gross Expense Ratio | 0.89 | 3.55 | 25% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.323 | -1.762 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 66.6M | 351,351% |
| Annual Yield % from dividends | 1.70 | 1.89 | 90% |
| Returns for 1 year | 4.39 | 4.01 | 110% |
| Returns for 3 years | 20.95 | 20.22 | 104% |
| Returns for 5 years | 34.93 | 41.59 | 84% |
| Returns for 10 years | 48.02 | N/A | - |
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