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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
X-Square Balanced Fund, LLC C
Price$13.30
Change-$0.19 (-1.41%)
VolumeN/A
Net Assets67.77M
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Feb 23, 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 Hold and SQCBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. SQCBX (67.8M). 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 : 11.24 vs. RLEFX (9.42). SQCBX return over 5 years is better than : 36.83 vs. RLEFX (31.16).
| 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 | 2.915 | 2.137 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 67.8M | 356,932% |
| Annual Yield % from dividends | 2.42 | 1.42 | 170% |
| Returns for 1 year | 9.42 | 11.24 | 84% |
| Returns for 3 years | 18.08 | 22.18 | 82% |
| Returns for 5 years | 31.16 | 36.83 | 85% |
| Returns for 10 years | N/A | N/A | - |
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