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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
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.
| 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 | 9.133 | 5.494 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 2.01 | 1.78 | 113% |
| Returns for 1 year | 10.46 | 10.80 | 97% |
| Returns for 3 years | 35.42 | 37.01 | 96% |
| Returns for 5 years | 40.77 | 42.14 | 97% |
| Returns for 10 years | N/A | N/A | - |
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