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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$16.73
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets178.8M
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
PSQGX vs RLBCX Comparison Chart
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PSQGX vs. RLBCX commentary
Apr 25, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 227B vs. PSQGX (179M). 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). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. PSQGX (1.30). RLBCX return over 5 years is better than : 33.97 vs. PSQGX (26.54).
| 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 | -4.051 | -1.616 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 227B | 0% |
| Annual Yield % from dividends | 1.77 | 1.69 | 105% |
| Returns for 1 year | 1.30 | 3.84 | 34% |
| Returns for 3 years | 5.73 | 13.60 | 42% |
| Returns for 5 years | 26.54 | 33.97 | 78% |
| Returns for 10 years | 62.94 | 44.52 | 141% |
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