Interact to see
Advertisement
Advertisement
RLEFX vs SQBFX
RLEFX vs SQBFX Comparison
Open Charts RLEFX vs SQBFX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC A
Price$14.29
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
RLEFX vs SQBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. SQBFX (73.4M). 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 : 11.95 vs. RLEFX (10.46). SQBFX return over 5 years is better than : 48.03 vs. RLEFX (40.77).
| 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 | 9.133 | 6.151 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 2.01 | 1.70 | 118% |
| Returns for 1 year | 10.46 | 11.95 | 88% |
| Returns for 3 years | 35.42 | 40.51 | 87% |
| Returns for 5 years | 40.77 | 48.03 | 85% |
| Returns for 10 years | N/A | N/A | - |