RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
SQCBX
Price
$13.61
Change
+$0.04 (+0.29%)
Updated
Jul 25 closing price
Net Assets
73.39M
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RLEFX vs SQCBX

Header iconRLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBXBanner 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 C
Price$13.61
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets73.39M
RLEFX vs SQCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. SQCBX (73.4M). 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 (10.80) and RLEFX (10.46) have marching annual gain over last year. SQCBX (42.14) and RLEFX (40.77) have equivalent 5 years return.
RLEFXSQCBXRLEFX / SQCBX
Total Expense Ratio0.393.5011%
Annual Report Gross Expense Ratio0.393.5011%
Fund Existence10 years6 years-
Gain YTD9.1335.494166%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets254B73.4M346,049%
Annual Yield % from dividends2.011.78113%
Returns for 1 year10.4610.8097%
Returns for 3 years35.4237.0196%
Returns for 5 years40.7742.1497%
Returns for 10 yearsN/AN/A-
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