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RLEFX vs SQCBX
RLEFX vs SQCBX Comparison
Open Charts RLEFX vs SQCBX
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
X-Square Balanced Fund, LLC C
Price$13.18
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets69.79M
RLEFX vs SQCBX Comparison Chart
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RLEFX vs. SQCBX commentary
Jun 07, 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: 243B vs. SQCBX (69.8M). RLEFX pays higher dividends than SQCBX: RLEFX (2.09) vs SQCBX (1.84). 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). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. SQCBX (6.59). SQCBX return over 5 years is better than : 38.25 vs. RLEFX (35.83).
| 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 | 4.776 | 1.324 | 361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 69.8M | 348,138% |
| Annual Yield % from dividends | 2.09 | 1.84 | 114% |
| Returns for 1 year | 7.31 | 6.59 | 111% |
| Returns for 3 years | 22.75 | 21.41 | 106% |
| Returns for 5 years | 35.83 | 38.25 | 94% |
| Returns for 10 years | N/A | N/A | - |