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RLBFX vs SQCBX
RLBFX vs SQCBX Comparison
Open Charts RLBFX vs SQCBX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
X-Square Balanced Fund, LLC C
Price$14.70
Change+$0.49 (+3.45%)
VolumeN/A
Net Assets87M
RLBFX vs SQCBX Comparison Chart in %
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RLBFX vs. SQCBX commentary
Feb 04, 2026
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 Hold and SQCBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. SQCBX (87M). RLBFX pays higher dividends than SQCBX: RLBFX (2.13) vs SQCBX (1.64). 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). SQCBX annual gain was more profitable for investors over the last year : 12.41 vs. RLBFX (11.69). RLBFX (37.38) and SQCBX (36.37) have equivalent 5 years return.
| 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 | 2.503 | 3.803 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 87M | 310,345% |
| Annual Yield % from dividends | 2.13 | 1.64 | 130% |
| Returns for 1 year | 11.69 | 12.41 | 94% |
| Returns for 3 years | 38.02 | 38.41 | 99% |
| Returns for 5 years | 37.38 | 36.37 | 103% |
| Returns for 10 years | 91.94 | N/A | - |
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