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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
X-Square Balanced Fund, LLC C
Price$13.30
Change-$0.19 (-1.41%)
VolumeN/A
Net Assets67.77M
RLBFX vs SQCBX Comparison Chart
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RLBFX vs. SQCBX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. SQCBX (67.8M). RLBFX pays higher dividends than SQCBX: RLBFX (2.50) vs SQCBX (1.42). RLBFX was incepted earlier than SQCBX: RLBFX (23 years) vs SQCBX (5 years). 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 : 11.24 vs. RLBFX (9.54). SQCBX return over 5 years is better than : 36.83 vs. RLBFX (31.70).
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 2.908 | 2.137 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 67.8M | 356,932% |
| Annual Yield % from dividends | 2.50 | 1.42 | 176% |
| Returns for 1 year | 9.54 | 11.24 | 85% |
| Returns for 3 years | 18.32 | 22.18 | 83% |
| Returns for 5 years | 31.70 | 36.83 | 86% |
| Returns for 10 years | 55.11 | N/A | - |