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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$18.35
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets188.48M
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Sep 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 PSQGX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 258B vs. PSQGX (188M). PSQGX pays higher dividends than RLBCX: PSQGX (1.66) vs RLBCX (1.53). PSQGX was incepted earlier than RLBCX: PSQGX (11 years) vs RLBCX (23 years). PSQGX (1.10) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). RLBCX has a lower initial minimum investment than PSQGX: RLBCX (250) vs PSQGX (2000). RLBCX annual gain was more profitable for investors over the last year : 9.58 vs. PSQGX (4.17). RLBCX return over 5 years is better than : 37.90 vs. PSQGX (27.48).
| PSQGX | RLBCX | PSQGX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.076 | 11.127 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 258B | 0% |
| Annual Yield % from dividends | 1.66 | 1.53 | 109% |
| Returns for 1 year | 4.17 | 9.58 | 44% |
| Returns for 3 years | 24.26 | 38.72 | 63% |
| Returns for 5 years | 27.48 | 37.90 | 73% |
| Returns for 10 years | 85.00 | 72.02 | 118% |
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