RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
SQBFX
Price
$14.23
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
72.54M
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RLEFX vs SQBFX

Header iconRLEFX vs SQBFX Comparison
Open Charts RLEFX vs SQBFXBanner chart's image
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).
RLEFXSQBFXRLEFX / SQBFX
Total Expense Ratio0.392.6615%
Annual Report Gross Expense Ratio0.392.6615%
Fund Existence10 years6 years-
Gain YTD8.1645.261155%
Front LoadN/A6%-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets252B72.5M347,586%
Annual Yield % from dividends2.011.70118%
Returns for 1 year8.0711.5270%
Returns for 3 years35.7639.4691%
Returns for 5 years42.5649.7985%
Returns for 10 yearsN/AN/A-
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