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RLBAX vs SQBIX
RLBAX vs SQBIX Comparison
Open Charts RLBAX vs SQBIX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC Instl
Price$14.87
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets75.99M
RLBAX vs SQBIX Comparison Chart in %
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RLBAX vs. SQBIX commentary
Sep 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 RLBAX is a Buy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. SQBIX (76M). SQBIX pays higher dividends than RLBAX: SQBIX (1.62) vs RLBAX (1.15). RLBAX was incepted earlier than SQBIX: RLBAX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBAX has a lower initial minimum investment than SQBIX: RLBAX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 12.45 vs. RLBAX (9.12). SQBIX return over 5 years is better than : 48.25 vs. RLBAX (35.40).
| RLBAX | SQBIX | RLBAX / SQBIX | |
| Total Expense Ratio | 1.31 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.31 | 2.39 | 55% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 10.805 | 9.214 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.15 | 1.62 | 71% |
| Returns for 1 year | 9.12 | 12.45 | 73% |
| Returns for 3 years | 37.15 | 44.63 | 83% |
| Returns for 5 years | 35.40 | 48.25 | 73% |
| Returns for 10 years | 67.71 | N/A | - |
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