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RLBGX vs SQBFX
RLBGX vs SQBFX Comparison
Open Charts RLBGX vs SQBFX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLBGX vs SQBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. SQBFX (70.1M). RLBGX pays higher dividends than SQBFX: RLBGX (2.23) vs SQBFX (1.75). RLBGX was incepted earlier than SQBFX: RLBGX (16 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). RLBGX has a lower initial minimum investment than SQBFX: RLBGX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 8.38 vs. RLBGX (5.63). SQBFX return over 5 years is better than : 49.46 vs. RLBGX (40.35).
| RLBGX | SQBFX | RLBGX / SQBFX | |
| Total Expense Ratio | 0.25 | 2.66 | 9% |
| Annual Report Gross Expense Ratio | 0.25 | 2.66 | 9% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.592 | 2.377 | 193% |
| 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 | 2.23 | 1.75 | 127% |
| Returns for 1 year | 5.63 | 8.38 | 67% |
| Returns for 3 years | 33.78 | 35.26 | 96% |
| Returns for 5 years | 40.35 | 49.46 | 82% |
| Returns for 10 years | 60.87 | N/A | - |
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