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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
X-Square Balanced Fund, LLC C
Price$14.18
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets77.7M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX 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 RLBFX is a Buy and SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. SQCBX (77.7M). RLBFX pays higher dividends than SQCBX: RLBFX (2.00) vs SQCBX (1.70). RLBFX was incepted earlier than SQCBX: RLBFX (23 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBFX has a lower initial minimum investment than SQCBX: RLBFX (250) vs SQCBX (5000). RLBFX (9.05) and SQCBX (8.83) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.90 vs. SQCBX (40.29).
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | 0.29 | 3.50 | 8% |
| Annual Report Gross Expense Ratio | 0.29 | 3.50 | 8% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.890 | 9.912 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 77.7M | 341,055% |
| Annual Yield % from dividends | 2.00 | 1.70 | 118% |
| Returns for 1 year | 9.05 | 8.83 | 102% |
| Returns for 3 years | 51.85 | 45.25 | 115% |
| Returns for 5 years | 43.90 | 40.29 | 109% |
| Returns for 10 years | 78.80 | N/A | - |
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