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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$35.04
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
X-Square Balanced Fund, LLC C
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Dec 19, 2024
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 Hold and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 230B vs. SQCBX (61.9M). 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 : 17.12 vs. RLEFX (12.69). SQCBX return over 5 years is better than : 41.28 vs. RLEFX (33.70).
| 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 | 11.668 | 15.844 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 61.9M | 371,567% |
| Annual Yield % from dividends | 2.42 | 1.42 | 170% |
| Returns for 1 year | 12.69 | 17.12 | 74% |
| Returns for 3 years | 12.14 | 19.72 | 62% |
| Returns for 5 years | 33.70 | 41.28 | 82% |
| Returns for 10 years | N/A | N/A | - |
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