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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$17.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets184.82M
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Aug 08, 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: 253B vs. PSQGX (185M). PSQGX pays higher dividends than RLBCX: PSQGX (1.71) vs RLBCX (1.56). PSQGX was incepted earlier than RLBCX: PSQGX (11 years) vs RLBCX (23 years). PSQGX (1.13) 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 : 11.04 vs. PSQGX (5.59). RLBCX return over 5 years is better than : 34.79 vs. PSQGX (24.45).
| PSQGX | RLBCX | PSQGX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 1.13 | 0.89 | 127% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 2.720 | 8.359 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 253B | 0% |
| Annual Yield % from dividends | 1.71 | 1.56 | 110% |
| Returns for 1 year | 5.59 | 11.04 | 51% |
| Returns for 3 years | 15.84 | 29.84 | 53% |
| Returns for 5 years | 24.45 | 34.79 | 70% |
| Returns for 10 years | 73.63 | 60.65 | 121% |
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