RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQBIX
Price
$14.51
Change
+$0.04 (+0.28%)
Updated
Jul 25 closing price
Net Assets
73.39M
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RLEFX vs SQBIX

Header iconRLEFX vs SQBIX Comparison
Open Charts RLEFX vs SQBIXBanner 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 Instl
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
RLEFX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. SQBIX (73.4M). 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 : 12.18 vs. RLEFX (10.46). SQBIX return over 5 years is better than : 49.90 vs. RLEFX (40.77).
RLEFXSQBIXRLEFX / SQBIX
Total Expense Ratio0.392.3916%
Annual Report Gross Expense Ratio0.392.3916%
Fund Existence10 years6 years-
Gain YTD9.1336.284145%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends2.011.67120%
Returns for 1 year10.4612.1886%
Returns for 3 years35.4241.6585%
Returns for 5 years40.7749.9082%
Returns for 10 yearsN/AN/A-
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