RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
SQBFX
Price
$14.23
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
72.54M
Interact to see
Advertisement

RLBAX vs SQBFX

Header iconRLBAX vs SQBFX Comparison
Open Charts RLBAX vs SQBFXBanner chart's image
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLBAX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. SQBFX (72.5M). SQBFX pays higher dividends than RLBAX: SQBFX (1.70) vs RLBAX (1.18). RLBAX was incepted earlier than SQBFX: RLBAX (23 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). RLBAX has a lower initial minimum investment than SQBFX: RLBAX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 11.52 vs. RLBAX (7.00). SQBFX return over 5 years is better than : 49.79 vs. RLBAX (37.04).
RLBAXSQBFXRLBAX / SQBFX
Total Expense Ratio1.312.6649%
Annual Report Gross Expense Ratio1.312.6649%
Fund Existence23 years6 years-
Gain YTD7.6515.261145%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets252B72.5M347,586%
Annual Yield % from dividends1.181.7069%
Returns for 1 year7.0011.5261%
Returns for 3 years32.4539.4682%
Returns for 5 years37.0449.7974%
Returns for 10 years58.01N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSIOX28.070.32
+1.15%
Goldman Sachs Small Cap Gr Insghts Instl
MASPX30.380.28
+0.93%
BlackRock Advantage SMID Cap Instl
TFFCX70.160.64
+0.92%
Touchstone Focused C
FCDAX36.680.27
+0.74%
Fidelity Advisor Stock Selector Sm Cp A
MGIFX12.340.01
+0.08%
Mondrian Global Listed Infrastructure