Interact to see
Advertisement
Advertisement
RAMHX vs SQCBX
RAMHX vs SQCBX Comparison
Open Charts RAMHX vs SQCBX
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC C
Price$13.61
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.39M
RAMHX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. SQCBX (73.4M). 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 : 10.80 vs. RAMHX (9.75). SQCBX return over 5 years is better than : 42.14 vs. RAMHX (36.97).
| 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 | 8.742 | 5.494 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 1.43 | 1.78 | 80% |
| Returns for 1 year | 9.75 | 10.80 | 90% |
| Returns for 3 years | 33.15 | 37.01 | 90% |
| Returns for 5 years | 36.97 | 42.14 | 88% |
| Returns for 10 years | 60.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ANOHX | 25.23 | 0.15 | +0.60% |
| American Century Small Cap Growth G | |||
| EVSTX | 22.16 | 0.11 | +0.50% |
| Allspring Disciplined US Core C | |||
| EXHAX | 26.73 | 0.09 | +0.34% |
| Manning & Napier Pro-Blend Max Term S | |||
| ASMNX | 20.35 | 0.05 | +0.25% |
| AQR Small Cap Momentum Style N | |||
| GMOUX | 31.27 | -0.08 | -0.26% |
| GMO International Equity I | |||