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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$17.61
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets183.77M
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Jun 27, 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: 248B vs. PSQGX (184M). PSQGX pays higher dividends than RLBCX: PSQGX (1.74) vs RLBCX (1.63). 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 : 7.01 vs. PSQGX (2.66). RLBCX return over 5 years is better than : 40.82 vs. PSQGX (31.81).
| 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 | 1.562 | 6.562 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 248B | 0% |
| Annual Yield % from dividends | 1.74 | 1.63 | 106% |
| Returns for 1 year | 2.66 | 7.01 | 38% |
| Returns for 3 years | 18.04 | 31.59 | 57% |
| Returns for 5 years | 31.81 | 40.82 | 78% |
| Returns for 10 years | 76.27 | 60.76 | 126% |
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