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RLBAX vs SQBFX
RLBAX vs SQBFX Comparison
Open Charts RLBAX vs SQBFX
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 %
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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).
| 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 | 7.651 | 5.261 | 145% |
| Front Load | N/A | 6% | - |
| 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 | 1.18 | 1.70 | 69% |
| Returns for 1 year | 7.00 | 11.52 | 61% |
| Returns for 3 years | 32.45 | 39.46 | 82% |
| Returns for 5 years | 37.04 | 49.79 | 74% |
| Returns for 10 years | 58.01 | N/A | - |
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