RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQBFX
Price
$14.29
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.39M
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RLBAX vs SQBFX

Header iconRLBAX vs SQBFX Comparison
Open Charts RLBAX vs SQBFXBanner chart's image
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
RLBAX vs SQBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. SQBFX (73.4M). 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 : 11.95 vs. RLBAX (9.42). SQBFX return over 5 years is better than : 48.03 vs. RLBAX (35.28).
RLBAXSQBFXRLBAX / SQBFX
Total Expense Ratio1.312.6649%
Annual Report Gross Expense Ratio1.312.6649%
Fund Existence23 years6 years-
Gain YTD8.5656.151139%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends1.181.7069%
Returns for 1 year9.4211.9579%
Returns for 3 years32.1440.5179%
Returns for 5 years35.2848.0373%
Returns for 10 years58.06N/A-
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