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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets190.14M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Oct 19, 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: 266B vs. PSQGX (190M). PSQGX pays higher dividends than RLBCX: PSQGX (1.63) vs RLBCX (1.49). PSQGX was incepted earlier than RLBCX: PSQGX (12 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 : 8.34 vs. PSQGX (3.84). RLBCX return over 5 years is better than : 40.24 vs. PSQGX (28.70).
| PSQGX | RLBCX | PSQGX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.102 | 14.364 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 266B | 0% |
| Annual Yield % from dividends | 1.63 | 1.49 | 110% |
| Returns for 1 year | 3.84 | 8.34 | 46% |
| Returns for 3 years | 29.87 | 49.26 | 61% |
| Returns for 5 years | 28.70 | 40.24 | 71% |
| Returns for 10 years | 86.38 | 72.18 | 120% |
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