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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC C
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets78.86M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Nov 14, 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 SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SQCBX (78.9M). SQCBX pays higher dividends than RLBAX: SQCBX (1.71) vs RLBAX (1.08). RLBAX was incepted earlier than SQCBX: RLBAX (23 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). RLBAX annual gain was more profitable for investors over the last year : 9.08 vs. SQCBX (6.88). SQCBX return over 5 years is better than : 39.10 vs. RLBAX (36.92).
| RLBAX | SQCBX | RLBAX / SQCBX | |
| Total Expense Ratio | 1.31 | 3.50 | 37% |
| Annual Report Gross Expense Ratio | 1.31 | 3.50 | 37% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 15.481 | 10.065 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.08 | 1.71 | 64% |
| Returns for 1 year | 9.08 | 6.88 | 132% |
| Returns for 3 years | 40.52 | 36.70 | 110% |
| Returns for 5 years | 36.92 | 39.10 | 94% |
| Returns for 10 years | 69.99 | N/A | - |
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