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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
X-Square Balanced Fund, LLC C
Price$12.52
Change-$0.44 (-3.40%)
VolumeN/A
Net Assets65.58M
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Apr 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: 235B vs. SQCBX (65.6M). RLEFX pays higher dividends than SQCBX: RLEFX (2.16) vs SQCBX (1.87). RLEFX was incepted earlier than SQCBX: RLEFX (9 years) vs SQCBX (5 years). SQCBX (3.55) is less costly to investors than RLEFX (0.40). 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 : 4.78 vs. RLEFX (1.58). SQCBX return over 5 years is better than : 57.51 vs. RLEFX (47.40).
| RLEFX | SQCBX | RLEFX / SQCBX | |
| Total Expense Ratio | 0.40 | 3.50 | 11% |
| Annual Report Gross Expense Ratio | 0.40 | 3.55 | 11% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -2.100 | -0.474 | 443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 65.6M | 358,232% |
| Annual Yield % from dividends | 2.16 | 1.87 | 116% |
| Returns for 1 year | 1.58 | 4.78 | 33% |
| Returns for 3 years | 9.71 | 14.10 | 69% |
| Returns for 5 years | 47.40 | 57.51 | 82% |
| Returns for 10 years | N/A | N/A | - |
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