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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.09M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX commentary
Jul 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.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. SQCBX (72.1M). RLBFX pays higher dividends than SQCBX: RLBFX (2.10) 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 annual gain was more profitable for investors over the last year : 10.10 vs. RLBFX (8.18). SQCBX (43.57) and RLBFX (43.24) 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 | 8.222 | 4.411 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 72.1M | 348,128% |
| Annual Yield % from dividends | 2.10 | 1.78 | 118% |
| Returns for 1 year | 8.18 | 10.10 | 81% |
| Returns for 3 years | 36.13 | 35.61 | 101% |
| Returns for 5 years | 43.24 | 43.57 | 99% |
| Returns for 10 years | 68.15 | N/A | - |
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