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RLEFX vs SQBFX
RLEFX vs SQBFX Comparison
Open Charts RLEFX vs SQBFX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC A
Price$13.84
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLEFX vs SQBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. SQBFX (70.1M). RLEFX pays higher dividends than SQBFX: RLEFX (2.09) vs SQBFX (1.75). 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 : 8.38 vs. RLEFX (5.49). SQBFX return over 5 years is better than : 49.46 vs. RLEFX (39.46).
| 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 | 4.524 | 2.377 | 190% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 2.09 | 1.75 | 119% |
| Returns for 1 year | 5.49 | 8.38 | 65% |
| Returns for 3 years | 33.28 | 35.26 | 94% |
| Returns for 5 years | 39.46 | 49.46 | 80% |
| Returns for 10 years | N/A | N/A | - |
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