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RLEFX vs SQBIX
RLEFX vs SQBIX Comparison
Open Charts RLEFX vs SQBIX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
RLEFX vs SQBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. SQBIX (70.1M). RLEFX pays higher dividends than SQBIX: RLEFX (2.09) vs SQBIX (1.73). 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 : 8.58 vs. RLEFX (5.49). SQBIX return over 5 years is better than : 51.32 vs. RLEFX (39.46).
| 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 | 4.524 | 2.489 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 2.09 | 1.73 | 121% |
| Returns for 1 year | 5.49 | 8.58 | 64% |
| Returns for 3 years | 33.28 | 36.22 | 92% |
| Returns for 5 years | 39.46 | 51.32 | 77% |
| Returns for 10 years | N/A | N/A | - |
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