RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQBFX
Price
$14.29
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.39M
Interact to see
Advertisement

RLEFX vs SQBFX

Header iconRLEFX vs SQBFX Comparison
Open Charts RLEFX vs SQBFXBanner chart's image
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
Interact to see
Advertisement
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).
RLEFXSQBFXRLEFX / SQBFX
Total Expense Ratio0.392.6615%
Annual Report Gross Expense Ratio0.392.6615%
Fund Existence10 years6 years-
Gain YTD9.1336.151148%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends2.011.70118%
Returns for 1 year10.4611.9588%
Returns for 3 years35.4240.5187%
Returns for 5 years40.7748.0385%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SVRA2.580.03
+1.18%
Savara
WEX175.621.52
+0.87%
WEX
CGON26.10-0.04
-0.15%
CG Oncology
LFVN13.71-0.27
-1.93%
Lifevantage Corp
ISPC1.07-0.03
-2.79%
iSpecimen Inc