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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
X-Square Balanced Fund, LLC C
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets78.86M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX commentary
Nov 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 RLBFX is a Buy and SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SQCBX (78.9M). RLBFX pays higher dividends than SQCBX: RLBFX (1.97) vs SQCBX (1.71). RLBFX was incepted earlier than SQCBX: RLBFX (24 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 annual gain was more profitable for investors over the last year : 10.28 vs. SQCBX (6.88). RLBFX return over 5 years is better than : 43.06 vs. SQCBX (39.10).
| RLBFX | SQCBX | RLBFX / SQCBX | |
| Total Expense Ratio | 0.29 | 3.50 | 8% |
| Annual Report Gross Expense Ratio | 0.29 | 3.50 | 8% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 16.507 | 10.065 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 78.9M | 340,938% |
| Annual Yield % from dividends | 1.97 | 1.71 | 115% |
| Returns for 1 year | 10.28 | 6.88 | 149% |
| Returns for 3 years | 44.74 | 36.70 | 122% |
| Returns for 5 years | 43.06 | 39.10 | 110% |
| Returns for 10 years | 81.39 | N/A | - |
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