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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC Instl
Price$15.77
Change+$0.59 (+3.89%)
VolumeN/A
Net Assets86.7M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Feb 05, 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 RLBCX is a Hold and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. SQBIX (86.7M). RLBCX pays higher dividends than SQBIX: RLBCX (1.62) vs SQBIX (1.53). RLBCX was incepted earlier than SQBIX: RLBCX (24 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 : 13.71 vs. RLBCX (10.97). SQBIX return over 5 years is better than : 43.81 vs. RLBCX (33.82).
| RLBCX | SQBIX | RLBCX / SQBIX | |
| Total Expense Ratio | 0.89 | 2.39 | 37% |
| Annual Report Gross Expense Ratio | 0.89 | 2.39 | 37% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 2.445 | 3.945 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 86.7M | 311,419% |
| Annual Yield % from dividends | 1.62 | 1.53 | 106% |
| Returns for 1 year | 10.97 | 13.71 | 80% |
| Returns for 3 years | 35.49 | 43.10 | 82% |
| Returns for 5 years | 33.82 | 43.81 | 77% |
| Returns for 10 years | 84.49 | N/A | - |
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