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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
X-Square Balanced Fund, LLC C
Price$12.60
Change+$0.20 (+1.61%)
VolumeN/A
Net Assets63.99M
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Apr 25, 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: 227B vs. SQCBX (64M). 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). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. SQCBX (3.13). SQCBX return over 5 years is better than : 40.67 vs. RLEFX (36.87).
| 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 | -1.485 | -4.309 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 64M | 354,688% |
| Annual Yield % from dividends | 2.16 | 1.87 | 116% |
| Returns for 1 year | 4.35 | 3.13 | 139% |
| Returns for 3 years | 14.97 | 14.86 | 101% |
| Returns for 5 years | 36.87 | 40.67 | 91% |
| Returns for 10 years | N/A | N/A | - |
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