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RLBEX vs SQCBX
RLBEX vs SQCBX Comparison
Open Charts RLBEX vs SQCBX
American Funds American Balanced R4
Price$34.79
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
X-Square Balanced Fund, LLC C
Price$12.93
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets68.46M
RLBEX vs SQCBX Comparison Chart
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RLBEX vs. SQCBX commentary
May 25, 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 RLBEX is a Buy and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. SQCBX (68.5M). RLBEX (1.98) and SQCBX (1.89) have matching dividends . RLBEX was incepted earlier than SQCBX: RLBEX (23 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBEX has a lower initial minimum investment than SQCBX: RLBEX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 5.55 vs. RLBEX (5.22). SQCBX return over 5 years is better than : 43.67 vs. RLBEX (37.84).
| RLBEX | SQCBX | RLBEX / SQCBX | |
| Total Expense Ratio | 0.59 | 3.50 | 17% |
| Annual Report Gross Expense Ratio | 0.59 | 3.50 | 17% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 1.830 | -0.219 | -835% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 68.5M | 345,985% |
| Annual Yield % from dividends | 1.98 | 1.89 | 104% |
| Returns for 1 year | 5.22 | 5.55 | 94% |
| Returns for 3 years | 22.19 | 25.34 | 88% |
| Returns for 5 years | 37.84 | 43.67 | 87% |
| Returns for 10 years | 54.88 | N/A | - |
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