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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 Assets251.2B
X-Square Balanced Fund, LLC C
Price$13.56
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets72.09M
RLEFX vs SQCBX Comparison Chart in %
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RLEFX vs. SQCBX commentary
Jul 04, 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: 251B vs. SQCBX (72.1M). 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 : 10.10 vs. RLEFX (8.07). SQCBX (43.57) 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 | 4.411 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 72.1M | 348,128% |
| Annual Yield % from dividends | 2.01 | 1.78 | 113% |
| Returns for 1 year | 8.07 | 10.10 | 80% |
| Returns for 3 years | 35.76 | 35.61 | 100% |
| Returns for 5 years | 42.56 | 43.57 | 98% |
| Returns for 10 years | N/A | N/A | - |
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