Interact to see
Advertisement
Advertisement
RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$38.68
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
X-Square Balanced Fund, LLC C
Price$14.12
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets76.06M
RLBFX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SQCBX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 262B vs. SQCBX (76.1M). RLBFX pays higher dividends than SQCBX: RLBFX (2.05) vs SQCBX (1.73). 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 annual gain was more profitable for investors over the last year : 11.83 vs. RLBFX (10.64). RLBFX (44.98) and SQCBX (44.15) 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 | 13.320 | 9.447 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 76.1M | 344,284% |
| Annual Yield % from dividends | 2.05 | 1.73 | 118% |
| Returns for 1 year | 10.64 | 11.83 | 90% |
| Returns for 3 years | 43.44 | 41.08 | 106% |
| Returns for 5 years | 44.98 | 44.15 | 102% |
| Returns for 10 years | 80.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement