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RLEFX vs SQBFX
RLEFX vs SQBFX Comparison
Open Charts RLEFX vs SQBFX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC A
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLEFX vs SQBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. SQBFX (72.5M). RLEFX pays higher dividends than SQBFX: RLEFX (2.01) vs SQBFX (1.70). RLEFX was incepted earlier than SQBFX: RLEFX (10 years) vs SQBFX (6 years). SQBFX (2.66) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SQBFX (19.58). RLEFX has a lower initial minimum investment than SQBFX: RLEFX (250) vs SQBFX (5000). SQBFX annual gain was more profitable for investors over the last year : 11.52 vs. RLEFX (8.07). SQBFX return over 5 years is better than : 49.79 vs. RLEFX (42.56).
| RLEFX | SQBFX | RLEFX / SQBFX | |
| Total Expense Ratio | 0.39 | 2.66 | 15% |
| Annual Report Gross Expense Ratio | 0.39 | 2.66 | 15% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.164 | 5.261 | 155% |
| 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 | 2.01 | 1.70 | 118% |
| Returns for 1 year | 8.07 | 11.52 | 70% |
| Returns for 3 years | 35.76 | 39.46 | 91% |
| Returns for 5 years | 42.56 | 49.79 | 85% |
| Returns for 10 years | N/A | N/A | - |
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