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RAMHX vs SQBFX
RAMHX vs SQBFX Comparison
Open Charts RAMHX vs SQBFX
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RAMHX vs SQBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. SQBFX (72.5M). SQBFX pays higher dividends than RAMHX: SQBFX (1.70) vs RAMHX (1.43). RAMHX was incepted earlier than SQBFX: RAMHX (11 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). RAMHX has a lower initial minimum investment than SQBFX: RAMHX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 11.52 vs. RAMHX (7.35). SQBFX return over 5 years is better than : 49.79 vs. RAMHX (38.74).
| RAMHX | SQBFX | RAMHX / SQBFX | |
| Total Expense Ratio | 1.04 | 2.66 | 39% |
| Annual Report Gross Expense Ratio | 1.04 | 2.66 | 39% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.830 | 5.261 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 1.43 | 1.70 | 84% |
| Returns for 1 year | 7.35 | 11.52 | 64% |
| Returns for 3 years | 33.46 | 39.46 | 85% |
| Returns for 5 years | 38.74 | 49.79 | 78% |
| Returns for 10 years | 60.36 | N/A | - |
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