Interact to see
Advertisement
Advertisement
RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.54M
RLEFX vs SQCBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. SQCBX (72.5M). RLEFX pays higher dividends than SQCBX: RLEFX (2.01) vs SQCBX (1.78). RLEFX was incepted earlier than SQCBX: RLEFX (10 years) vs SQCBX (6 years). SQCBX (3.50) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SQCBX (19.58). RLEFX has a lower initial minimum investment than SQCBX: RLEFX (250) vs SQCBX (5000). SQCBX annual gain was more profitable for investors over the last year : 10.34 vs. RLEFX (8.07). SQCBX (43.89) and RLEFX (42.56) have equivalent 5 years return.
| RLEFX | SQCBX | RLEFX / SQCBX | |
| Total Expense Ratio | 0.39 | 3.50 | 11% |
| Annual Report Gross Expense Ratio | 0.39 | 3.50 | 11% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 8.164 | 4.643 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 72.5M | 347,586% |
| Annual Yield % from dividends | 2.01 | 1.78 | 113% |
| Returns for 1 year | 8.07 | 10.34 | 78% |
| Returns for 3 years | 35.76 | 35.91 | 100% |
| Returns for 5 years | 42.56 | 43.89 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement