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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$37.96
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC C
Price$14.71
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets86.39M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Jan 15, 2026
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 Hold and SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. SQCBX (86.4M). SQCBX pays higher dividends than RLBAX: SQCBX (1.69) vs RLBAX (1.25). RLBAX was incepted earlier than SQCBX: RLBAX (24 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBAX has a lower initial minimum investment than SQCBX: RLBAX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 15.20 vs. RLBAX (13.74). SQCBX return over 5 years is better than : 37.16 vs. RLBAX (32.00).
| RLBAX | SQCBX | RLBAX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.50 | 37% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 2.479 | 3.516 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 86.4M | 312,500% |
| Annual Yield % from dividends | 1.25 | 1.69 | 74% |
| Returns for 1 year | 13.74 | 15.20 | 90% |
| Returns for 3 years | 34.86 | 40.52 | 86% |
| Returns for 5 years | 32.00 | 37.16 | 86% |
| Returns for 10 years | 80.56 | N/A | - |
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