RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQBIX
Price
$14.51
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.39M
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RLBGX vs SQBIX

Header iconRLBGX vs SQBIX Comparison
Open Charts RLBGX vs SQBIXBanner chart's image
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC Instl
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
RLBGX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. SQBIX (73.4M). 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 : 12.18 vs. RLBGX (10.64). SQBIX return over 5 years is better than : 49.90 vs. RLBGX (41.65).
RLBGXSQBIXRLBGX / SQBIX
Total Expense Ratio0.252.3910%
Annual Report Gross Expense Ratio0.252.3910%
Fund Existence16 years6 years-
Gain YTD9.2286.284147%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends2.151.67128%
Returns for 1 year10.6412.1887%
Returns for 3 years35.9641.6586%
Returns for 5 years41.6549.9083%
Returns for 10 years68.54N/A-
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