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PSQGX vs RLEFX
PSQGX vs RLEFX Comparison
Open Charts PSQGX vs RLEFX
Port Street Quality Growth Institutional
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.36M
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
PSQGX vs RLEFX Comparison Chart
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PSQGX vs. RLEFX commentary
Jun 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. PSQGX (185M). RLEFX pays higher dividends than PSQGX: RLEFX (2.09) vs PSQGX (1.74). PSQGX was incepted earlier than RLEFX: PSQGX (11 years) vs RLEFX (10 years). PSQGX (1.13) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (14.00). RLEFX has a lower initial minimum investment than PSQGX: RLEFX (250) vs PSQGX (2000). RLEFX annual gain was more profitable for investors over the last year : 7.16 vs. PSQGX (3.33). RLEFX return over 5 years is better than : 35.68 vs. PSQGX (26.37).
| PSQGX | RLEFX | PSQGX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 1.13 | 0.39 | 290% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 0.984 | 4.659 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 243B | 0% |
| Annual Yield % from dividends | 1.74 | 2.09 | 83% |
| Returns for 1 year | 3.33 | 7.16 | 46% |
| Returns for 3 years | 14.39 | 23.58 | 61% |
| Returns for 5 years | 26.37 | 35.68 | 74% |
| Returns for 10 years | 73.94 | N/A | - |
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