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RLEFX vs SQBIX
RLEFX vs SQBIX Comparison
Open Charts RLEFX vs SQBIX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
RLEFX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. SQBIX (72.5M). RLEFX pays higher dividends than SQBIX: RLEFX (2.01) vs SQBIX (1.67). RLEFX was incepted earlier than SQBIX: RLEFX (10 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). RLEFX has a lower initial minimum investment than SQBIX: RLEFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 11.76 vs. RLEFX (8.07). SQBIX return over 5 years is better than : 51.69 vs. RLEFX (42.56).
| RLEFX | SQBIX | RLEFX / SQBIX | |
| Total Expense Ratio | 0.39 | 2.39 | 16% |
| Annual Report Gross Expense Ratio | 0.39 | 2.39 | 16% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.164 | 5.407 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 2.01 | 1.67 | 120% |
| Returns for 1 year | 8.07 | 11.76 | 69% |
| Returns for 3 years | 35.76 | 40.61 | 88% |
| Returns for 5 years | 42.56 | 51.69 | 82% |
| Returns for 10 years | N/A | N/A | - |
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