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RLBAX vs SQBFX
RLBAX vs SQBFX Comparison
Open Charts RLBAX vs SQBFX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLBAX vs SQBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. SQBFX (70.1M). SQBFX pays higher dividends than RLBAX: SQBFX (1.75) vs RLBAX (1.23). 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 : 8.38 vs. RLBAX (4.45). SQBFX return over 5 years is better than : 49.46 vs. RLBAX (34.05).
| RLBAX | SQBFX | RLBAX / SQBFX | |
| Total Expense Ratio | 1.31 | 2.66 | 49% |
| Annual Report Gross Expense Ratio | 1.31 | 2.66 | 49% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.085 | 2.377 | 172% |
| 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 | 1.23 | 1.75 | 70% |
| Returns for 1 year | 4.45 | 8.38 | 53% |
| Returns for 3 years | 30.02 | 35.26 | 85% |
| Returns for 5 years | 34.05 | 49.46 | 69% |
| Returns for 10 years | 51.23 | N/A | - |
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