Interact to see
Advertisement
Advertisement
RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
X-Square Balanced Fund, LLC C
Price$13.75
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets77.25M
RLBFX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SQCBX commentary
Nov 20, 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 Hold and SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. SQCBX (77.2M). RLBFX pays higher dividends than SQCBX: RLBFX (1.97) vs SQCBX (1.71). RLBFX was incepted earlier than SQCBX: RLBFX (24 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 : 9.32 vs. SQCBX (4.86). RLBFX return over 5 years is better than : 40.53 vs. SQCBX (35.09).
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | 0.29 | 3.50 | 8% |
| Annual Report Gross Expense Ratio | 0.29 | 3.50 | 8% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 14.331 | 7.185 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 77.2M | 340,674% |
| Annual Yield % from dividends | 1.97 | 1.71 | 115% |
| Returns for 1 year | 9.32 | 4.86 | 192% |
| Returns for 3 years | 42.18 | 33.73 | 125% |
| Returns for 5 years | 40.53 | 35.09 | 115% |
| Returns for 10 years | 74.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement