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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$16.72
Change-$0.36 (-2.11%)
VolumeN/A
Net Assets185.69M
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
PSQGX vs RLBCX Comparison Chart
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PSQGX vs. RLBCX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. PSQGX (186M). PSQGX (1.77) and RLBCX (1.69) have matching dividends . 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: 171.00 vs. PSQGX (14.00). RLBCX has a lower initial minimum investment than PSQGX: RLBCX (250) vs PSQGX (2000). PSQGX annual gain was more profitable for investors over the last year : 3.24 vs. RLBCX (1.03). RLBCX return over 5 years is better than : 44.21 vs. PSQGX (38.54).
| 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 | -1.157 | -2.233 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 235B | 0% |
| Annual Yield % from dividends | 1.77 | 1.69 | 105% |
| Returns for 1 year | 3.24 | 1.03 | 315% |
| Returns for 3 years | 5.79 | 8.35 | 69% |
| Returns for 5 years | 38.54 | 44.21 | 87% |
| Returns for 10 years | 68.81 | 45.29 | 152% |