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RLBEX vs SQBFX
RLBEX vs SQBFX Comparison
Open Charts RLBEX vs SQBFX
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC A
Price$14.64
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets75.99M
RLBEX vs SQBFX Comparison Chart in %
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RLBEX vs. SQBFX commentary
Sep 09, 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 RLBEX is a Buy and SQBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. SQBFX (76M). RLBEX pays higher dividends than SQBFX: RLBEX (1.79) vs SQBFX (1.65). RLBEX was incepted earlier than SQBFX: RLBEX (23 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). RLBEX has a lower initial minimum investment than SQBFX: RLBEX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 12.17 vs. RLBEX (9.94). SQBFX return over 5 years is better than : 46.25 vs. RLBEX (39.68).
| RLBEX | SQBFX | RLBEX / SQBFX | |
| Total Expense Ratio | 0.59 | 2.66 | 22% |
| Annual Report Gross Expense Ratio | 0.59 | 2.66 | 22% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.352 | 8.974 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.79 | 1.65 | 109% |
| Returns for 1 year | 9.94 | 12.17 | 82% |
| Returns for 3 years | 39.85 | 43.45 | 92% |
| Returns for 5 years | 39.68 | 46.25 | 86% |
| Returns for 10 years | 77.45 | N/A | - |
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