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RLBGX vs SQCBX
RLBGX vs SQCBX Comparison
Open Charts RLBGX vs SQCBX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.54M
RLBGX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. SQCBX (72.5M). RLBGX pays higher dividends than SQCBX: RLBGX (2.15) vs SQCBX (1.78). RLBGX was incepted earlier than SQCBX: RLBGX (16 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLBGX has a lower initial minimum investment than SQCBX: RLBGX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 10.34 vs. RLBGX (8.24). SQCBX (43.89) and RLBGX (43.50) have equivalent 5 years return.
| RLBGX | SQCBX | RLBGX / SQCBX | |
| Total Expense Ratio | 0.25 | 3.50 | 7% |
| Annual Report Gross Expense Ratio | 0.25 | 3.50 | 7% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 8.259 | 4.643 | 178% |
| Front Load | N/A | N/A | - |
| 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 | 1.78 | 120% |
| Returns for 1 year | 8.24 | 10.34 | 80% |
| Returns for 3 years | 36.31 | 35.91 | 101% |
| Returns for 5 years | 43.50 | 43.89 | 99% |
| Returns for 10 years | 68.54 | N/A | - |
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