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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$35.13
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC C
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
RLBFX vs SQCBX Comparison Chart
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RLBFX vs. SQCBX commentary
Dec 19, 2024
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 Hold and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. SQCBX (61.9M). RLBFX pays higher dividends than SQCBX: RLBFX (2.50) vs SQCBX (1.42). RLBFX was incepted earlier than SQCBX: RLBFX (23 years) vs SQCBX (5 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SQCBX (30.18). RLBFX has a lower initial minimum investment than SQCBX: RLBFX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 17.12 vs. RLBFX (12.81). SQCBX return over 5 years is better than : 41.28 vs. RLBFX (34.29).
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 11.792 | 15.844 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 61.9M | 371,567% |
| Annual Yield % from dividends | 2.50 | 1.42 | 176% |
| Returns for 1 year | 12.81 | 17.12 | 75% |
| Returns for 3 years | 12.40 | 19.72 | 63% |
| Returns for 5 years | 34.29 | 41.28 | 83% |
| Returns for 10 years | 48.83 | N/A | - |
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