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RAMHX vs SQBIX
RAMHX vs SQBIX Comparison
Open Charts RAMHX vs SQBIX
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC Instl
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
RAMHX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. SQBIX (73.4M). SQBIX pays higher dividends than RAMHX: SQBIX (1.67) vs RAMHX (1.43). RAMHX was incepted earlier than SQBIX: RAMHX (11 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RAMHX has a lower initial minimum investment than SQBIX: RAMHX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 12.18 vs. RAMHX (9.75). SQBIX return over 5 years is better than : 49.90 vs. RAMHX (36.97).
| RAMHX | SQBIX | RAMHX / SQBIX | |
| Total Expense Ratio | 1.04 | 2.39 | 44% |
| Annual Report Gross Expense Ratio | 1.04 | 2.39 | 44% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 8.742 | 6.284 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 1.43 | 1.67 | 85% |
| Returns for 1 year | 9.75 | 12.18 | 80% |
| Returns for 3 years | 33.15 | 41.65 | 80% |
| Returns for 5 years | 36.97 | 49.90 | 74% |
| Returns for 10 years | 60.29 | N/A | - |
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