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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$37.24
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
X-Square Balanced Fund, LLC C
Price$13.62
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.36M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX commentary
Aug 11, 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 RLBFX is a Buy and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. SQCBX (73.4M). RLBFX pays higher dividends than SQCBX: RLBFX (2.08) vs SQCBX (1.78). RLBFX was incepted earlier than SQCBX: RLBFX (23 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBFX has a lower initial minimum investment than SQCBX: RLBFX (250) vs SQCBX (5000). SQCBX (10.71) and RLBFX (10.48) have marching annual gain over last year. RLBFX (38.77) and SQCBX (37.37) have equivalent 5 years return.
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | 0.29 | 3.50 | 8% |
| Annual Report Gross Expense Ratio | 0.29 | 3.50 | 8% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.101 | 5.571 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 2.08 | 1.78 | 117% |
| Returns for 1 year | 10.48 | 10.71 | 98% |
| Returns for 3 years | 32.76 | 32.62 | 100% |
| Returns for 5 years | 38.77 | 37.37 | 104% |
| Returns for 10 years | 68.01 | N/A | - |
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