RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
SQBIX
Price
$14.45
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
72.54M
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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$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).
RLEFXSQBIXRLEFX / SQBIX
Total Expense Ratio0.392.3916%
Annual Report Gross Expense Ratio0.392.3916%
Fund Existence10 years6 years-
Gain YTD8.1645.407151%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B72.5M347,586%
Annual Yield % from dividends2.011.67120%
Returns for 1 year8.0711.7669%
Returns for 3 years35.7640.6188%
Returns for 5 years42.5651.6982%
Returns for 10 yearsN/AN/A-
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