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RLBEX vs SQBIX
RLBEX vs SQBIX Comparison
Open Charts RLBEX vs SQBIX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC Instl
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets74.28M
RLBEX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. SQBIX (74.3M). RLBEX pays higher dividends than SQBIX: RLBEX (1.81) vs SQBIX (1.67). RLBEX was incepted earlier than SQBIX: RLBEX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBEX has a lower initial minimum investment than SQBIX: RLBEX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 10.81 vs. RLBEX (7.95). SQBIX return over 5 years is better than : 46.67 vs. RLBEX (37.99).
| RLBEX | SQBIX | RLBEX / SQBIX | |
| Total Expense Ratio | 0.59 | 2.39 | 25% |
| Annual Report Gross Expense Ratio | 0.59 | 2.39 | 25% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.737 | 7.456 | 131% |
| 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 | 1.81 | 1.67 | 109% |
| Returns for 1 year | 7.95 | 10.81 | 74% |
| Returns for 3 years | 29.52 | 34.23 | 86% |
| Returns for 5 years | 37.99 | 46.67 | 81% |
| Returns for 10 years | 68.32 | N/A | - |
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