Interact to see
Advertisement
Advertisement
RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
X-Square Balanced Fund, LLC C
Price$14.19
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets80.27M
RLBFX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SQCBX commentary
Dec 04, 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 StrongBuy and SQCBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SQCBX (80.3M). RLBFX pays higher dividends than SQCBX: RLBFX (1.93) vs SQCBX (1.70). 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 : 9.63 vs. SQCBX (4.56). RLBFX return over 5 years is better than : 40.86 vs. SQCBX (35.13).
| 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 | 16.889 | 9.520 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 80.3M | 334,994% |
| Annual Yield % from dividends | 1.93 | 1.70 | 114% |
| Returns for 1 year | 9.63 | 4.56 | 211% |
| Returns for 3 years | 41.38 | 34.80 | 119% |
| Returns for 5 years | 40.86 | 35.13 | 116% |
| Returns for 10 years | 77.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement