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RLBAX vs SQBIX
RLBAX vs SQBIX Comparison
Open Charts RLBAX vs SQBIX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC Instl
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets74.28M
RLBAX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. SQBIX (74.3M). SQBIX pays higher dividends than RLBAX: SQBIX (1.67) vs RLBAX (1.17). RLBAX was incepted earlier than SQBIX: RLBAX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBAX has a lower initial minimum investment than SQBIX: RLBAX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 10.81 vs. RLBAX (7.15). SQBIX return over 5 years is better than : 46.67 vs. RLBAX (33.77).
| RLBAX | SQBIX | RLBAX / SQBIX | |
| Total Expense Ratio | 1.31 | 2.39 | 55% |
| Annual Report Gross Expense Ratio | 1.31 | 2.39 | 55% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.243 | 7.456 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.17 | 1.67 | 70% |
| Returns for 1 year | 7.15 | 10.81 | 66% |
| Returns for 3 years | 27.06 | 34.23 | 79% |
| Returns for 5 years | 33.77 | 46.67 | 72% |
| Returns for 10 years | 59.12 | N/A | - |
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