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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC C
Price$14.70
Change+$0.49 (+3.45%)
VolumeN/A
Net Assets87M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. SQCBX (87M). SQCBX pays higher dividends than RLBAX: SQCBX (1.64) vs RLBAX (1.22). 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 : 12.41 vs. RLBAX (10.45). SQCBX return over 5 years is better than : 36.37 vs. RLBAX (31.35).
| 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 | 2.371 | 3.803 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 87M | 310,345% |
| Annual Yield % from dividends | 1.22 | 1.64 | 74% |
| Returns for 1 year | 10.45 | 12.41 | 84% |
| Returns for 3 years | 33.63 | 38.41 | 88% |
| Returns for 5 years | 31.35 | 36.37 | 86% |
| Returns for 10 years | 79.34 | N/A | - |
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