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RLBGX vs SQBIX
RLBGX vs SQBIX Comparison
Open Charts RLBGX vs SQBIX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLBGX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. SQBIX (72.5M). RLBGX pays higher dividends than SQBIX: RLBGX (2.15) vs SQBIX (1.67). RLBGX was incepted earlier than SQBIX: RLBGX (16 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLBGX has a lower initial minimum investment than SQBIX: RLBGX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 11.76 vs. RLBGX (8.24). SQBIX return over 5 years is better than : 51.69 vs. RLBGX (43.50).
| RLBGX | SQBIX | RLBGX / SQBIX | |
| Total Expense Ratio | 0.25 | 2.39 | 10% |
| Annual Report Gross Expense Ratio | 0.25 | 2.39 | 10% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 8.259 | 5.407 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 2.15 | 1.67 | 128% |
| Returns for 1 year | 8.24 | 11.76 | 70% |
| Returns for 3 years | 36.31 | 40.61 | 89% |
| Returns for 5 years | 43.50 | 51.69 | 84% |
| Returns for 10 years | 68.54 | N/A | - |
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