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RLBGX vs SQBFX
RLBGX vs SQBFX Comparison
Open Charts RLBGX vs SQBFX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLBGX vs SQBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. SQBFX (72.5M). RLBGX pays higher dividends than SQBFX: RLBGX (2.15) vs SQBFX (1.70). 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 : 11.52 vs. RLBGX (8.24). SQBFX return over 5 years is better than : 49.79 vs. RLBGX (43.50).
| 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 | 8.259 | 5.261 | 157% |
| 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 | 2.15 | 1.70 | 126% |
| Returns for 1 year | 8.24 | 11.52 | 72% |
| Returns for 3 years | 36.31 | 39.46 | 92% |
| Returns for 5 years | 43.50 | 49.79 | 87% |
| Returns for 10 years | 68.54 | N/A | - |
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