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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
X-Square Balanced Fund, LLC C
Price$13.38
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets61.73M
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLEFX is a Buy and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. SQCBX (61.7M). RLEFX pays higher dividends than SQCBX: RLEFX (2.42) vs SQCBX (1.42). RLEFX was incepted earlier than SQCBX: RLEFX (9 years) vs SQCBX (5 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SQCBX (30.18). 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 : 15.09 vs. RLEFX (12.49). SQCBX return over 5 years is better than : 36.65 vs. RLEFX (30.88).
| RLEFX | SQCBX | RLEFX / SQCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 1.953 | 2.294 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 61.7M | 388,979% |
| Annual Yield % from dividends | 2.42 | 1.42 | 170% |
| Returns for 1 year | 12.49 | 15.09 | 83% |
| Returns for 3 years | 12.81 | 16.79 | 76% |
| Returns for 5 years | 30.88 | 36.65 | 84% |
| Returns for 10 years | N/A | N/A | - |
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