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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
X-Square Balanced Fund, LLC Instl
Price$15.16
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets77.7M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Oct 19, 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 RLBCX is a Buy and SQBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. SQBIX (77.7M). SQBIX pays higher dividends than RLBCX: SQBIX (1.59) vs RLBCX (1.49). RLBCX was incepted earlier than SQBIX: RLBCX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBCX has a lower initial minimum investment than SQBIX: RLBCX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 10.33 vs. RLBCX (8.34). SQBIX return over 5 years is better than : 48.02 vs. RLBCX (40.24).
| RLBCX | SQBIX | RLBCX / SQBIX | |
| Total Expense Ratio | 0.89 | 2.39 | 37% |
| Annual Report Gross Expense Ratio | 0.89 | 2.39 | 37% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.364 | 11.046 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 77.7M | 341,055% |
| Annual Yield % from dividends | 1.49 | 1.59 | 94% |
| Returns for 1 year | 8.34 | 10.33 | 81% |
| Returns for 3 years | 49.26 | 50.24 | 98% |
| Returns for 5 years | 40.24 | 48.02 | 84% |
| Returns for 10 years | 72.18 | N/A | - |
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