RLBFX
Price
$33.76
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
SQCBX
Price
$12.60
Change
+$0.20 (+1.61%)
Updated
Apr 24 closing price
Net Assets
63.99M
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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$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
X-Square Balanced Fund, LLC C
Price$12.60
Change+$0.20 (+1.61%)
VolumeN/A
Net Assets63.99M
RLBFX vs SQCBX Comparison Chart
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RLBFX vs. SQCBX commentary
Apr 25, 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: 227B vs. SQCBX (64M). 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). RLBFX annual gain was more profitable for investors over the last year : 4.48 vs. SQCBX (3.13). SQCBX return over 5 years is better than : 40.67 vs. RLBFX (37.46).
RLBFXSQCBXRLBFX / SQCBX
Total Expense Ratio0.303.509%
Annual Report Gross Expense Ratio0.303.558%
Fund Existence23 years5 years-
Gain YTD-1.457-4.30934%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets227B64M354,688%
Annual Yield % from dividends2.261.87121%
Returns for 1 year4.483.13143%
Returns for 3 years15.2814.86103%
Returns for 5 years37.4640.6792%
Returns for 10 years49.65N/A-
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