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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
X-Square Balanced Fund, LLC C
Price$14.20
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets77.44M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SQCBX (77.4M). RLBFX pays higher dividends than SQCBX: RLBFX (2.00) vs SQCBX (1.70). 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). RLBFX (10.30) and SQCBX (10.30) have marching annual gain over last year. RLBFX return over 5 years is better than : 44.24 vs. SQCBX (41.30).
| 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 | 14.654 | 10.299 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 77.4M | 343,669% |
| Annual Yield % from dividends | 2.00 | 1.70 | 118% |
| Returns for 1 year | 10.30 | 10.30 | 100% |
| Returns for 3 years | 52.37 | 46.90 | 112% |
| Returns for 5 years | 44.24 | 41.30 | 107% |
| Returns for 10 years | 79.97 | N/A | - |
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