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RLBCX vs SQBIX
RLBCX vs SQBIX Comparison
Open Charts RLBCX vs SQBIX
American Funds American Balanced R3
Price$39.45
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC Instl
Price$15.23
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets82.02M
RLBCX vs SQBIX Comparison Chart in %
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RLBCX vs. SQBIX commentary
Dec 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 RLBCX is a StrongBuy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. SQBIX (82M). SQBIX pays higher dividends than RLBCX: SQBIX (1.59) vs RLBCX (1.44). 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). RLBCX annual gain was more profitable for investors over the last year : 10.24 vs. SQBIX (7.60). SQBIX return over 5 years is better than : 44.81 vs. RLBCX (38.90).
| 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 | 17.876 | 12.735 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 82M | 328,049% |
| Annual Yield % from dividends | 1.44 | 1.59 | 91% |
| Returns for 1 year | 10.24 | 7.60 | 135% |
| Returns for 3 years | 42.57 | 44.50 | 96% |
| Returns for 5 years | 38.90 | 44.81 | 87% |
| Returns for 10 years | 77.32 | N/A | - |
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