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RAMHX vs SQCBX
RAMHX vs SQCBX Comparison
Open Charts RAMHX vs SQCBX
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.54M
RAMHX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. SQCBX (72.5M). SQCBX pays higher dividends than RAMHX: SQCBX (1.78) vs RAMHX (1.43). RAMHX was incepted earlier than SQCBX: RAMHX (11 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RAMHX has a lower initial minimum investment than SQCBX: RAMHX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 10.34 vs. RAMHX (7.35). SQCBX return over 5 years is better than : 43.89 vs. RAMHX (38.74).
| RAMHX | SQCBX | RAMHX / SQCBX | |
| Total Expense Ratio | 1.04 | 3.50 | 30% |
| Annual Report Gross Expense Ratio | 1.04 | 3.50 | 30% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.830 | 4.643 | 169% |
| Front Load | N/A | N/A | - |
| 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 | 1.78 | 80% |
| Returns for 1 year | 7.35 | 10.34 | 71% |
| Returns for 3 years | 33.46 | 35.91 | 93% |
| Returns for 5 years | 38.74 | 43.89 | 88% |
| Returns for 10 years | 60.36 | N/A | - |
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