Interact to see
Advertisement
Advertisement
RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
X-Square Balanced Fund, LLC C
Price$13.18
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets69.79M
RLBFX vs SQCBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SQCBX commentary
Jun 07, 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: 243B vs. SQCBX (69.8M). RLBFX pays higher dividends than SQCBX: RLBFX (2.18) vs SQCBX (1.84). 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). RLBFX annual gain was more profitable for investors over the last year : 7.43 vs. SQCBX (6.59). SQCBX (38.25) and RLBFX (36.46) 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 | 4.819 | 1.324 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 69.8M | 348,138% |
| Annual Yield % from dividends | 2.18 | 1.84 | 119% |
| Returns for 1 year | 7.43 | 6.59 | 113% |
| Returns for 3 years | 23.09 | 21.41 | 108% |
| Returns for 5 years | 36.46 | 38.25 | 95% |
| Returns for 10 years | 62.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement