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RAMHX vs SQBFX
RAMHX vs SQBFX Comparison
Open Charts RAMHX vs SQBFX
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RAMHX vs SQBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. SQBFX (70.1M). SQBFX pays higher dividends than RAMHX: SQBFX (1.75) vs RAMHX (1.49). 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 : 8.38 vs. RAMHX (4.81). SQBFX return over 5 years is better than : 49.46 vs. RAMHX (35.68).
| 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 | 4.244 | 2.377 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 1.49 | 1.75 | 85% |
| Returns for 1 year | 4.81 | 8.38 | 57% |
| Returns for 3 years | 31.04 | 35.26 | 88% |
| Returns for 5 years | 35.68 | 49.46 | 72% |
| Returns for 10 years | 53.22 | N/A | - |
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