RLBFX
Price
$33.54
Change
-$0.88 (-2.56%)
Updated
Apr 3 closing price
Net Assets
235.03B
SQCBX
Price
$12.52
Change
-$0.44 (-3.40%)
Updated
Apr 3 closing price
Net Assets
65.58M
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RLBFX vs SQCBX

Header iconRLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBXBanner chart's image
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
X-Square Balanced Fund, LLC C
Price$12.52
Change-$0.44 (-3.40%)
VolumeN/A
Net Assets65.58M
RLBFX vs SQCBX Comparison Chart
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RLBFX vs. SQCBX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. SQCBX (65.6M). RLBFX pays higher dividends than SQCBX: RLBFX (2.26) vs SQCBX (1.87). RLBFX was incepted earlier than SQCBX: RLBFX (23 years) vs SQCBX (5 years). SQCBX (3.55) is less costly to investors than RLBFX (0.30). 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 : 4.78 vs. RLBFX (1.68). SQCBX return over 5 years is better than : 57.51 vs. RLBFX (48.03).
RLBFXSQCBXRLBFX / SQCBX
Total Expense Ratio0.303.509%
Annual Report Gross Expense Ratio0.303.558%
Fund Existence23 years5 years-
Gain YTD-2.099-0.474443%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets235B65.6M358,232%
Annual Yield % from dividends2.261.87121%
Returns for 1 year1.684.7835%
Returns for 3 years9.9514.1071%
Returns for 5 years48.0357.5184%
Returns for 10 years50.46N/A-
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