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RLBAX vs SQCBX
RLBAX vs SQCBX Comparison
Open Charts RLBAX vs SQCBX
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC C
Price$14.19
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets80.27M
RLBAX vs SQCBX Comparison Chart in %
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RLBAX vs. SQCBX commentary
Dec 04, 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 StrongBuy and SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SQCBX (80.3M). SQCBX pays higher dividends than RLBAX: SQCBX (1.70) vs RLBAX (1.07). 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). RLBAX annual gain was more profitable for investors over the last year : 8.44 vs. SQCBX (4.56). SQCBX (35.13) and RLBAX (34.78) have equivalent 5 years return.
| 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 | 15.776 | 9.520 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 80.3M | 334,994% |
| Annual Yield % from dividends | 1.07 | 1.70 | 63% |
| Returns for 1 year | 8.44 | 4.56 | 185% |
| Returns for 3 years | 37.26 | 34.80 | 107% |
| Returns for 5 years | 34.78 | 35.13 | 99% |
| Returns for 10 years | 66.67 | N/A | - |
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