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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$17.77
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets185.09M
American Funds American Balanced R3
Price$36.56
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Jul 18, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. PSQGX (185M). PSQGX pays higher dividends than RLBCX: PSQGX (1.71) vs RLBCX (1.57). 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 : 5.28 vs. PSQGX (2.95). RLBCX return over 5 years is better than : 36.78 vs. PSQGX (27.97).
| 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 | 2.546 | 7.681 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 251B | 0% |
| Annual Yield % from dividends | 1.71 | 1.57 | 109% |
| Returns for 1 year | 2.95 | 5.28 | 56% |
| Returns for 3 years | 20.04 | 34.09 | 59% |
| Returns for 5 years | 27.97 | 36.78 | 76% |
| Returns for 10 years | 75.13 | 59.00 | 127% |
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