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PSQGX vs RLEFX
PSQGX vs RLEFX Comparison
Open Charts PSQGX vs RLEFX
Port Street Quality Growth Institutional
Price$16.73
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets178.8M
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
PSQGX vs RLEFX Comparison Chart
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PSQGX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. PSQGX (179M). RLEFX pays higher dividends than PSQGX: RLEFX (2.16) vs PSQGX (1.77). PSQGX was incepted earlier than RLEFX: PSQGX (11 years) vs RLEFX (9 years). PSQGX (1.13) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 4.35 vs. PSQGX (1.30). RLEFX return over 5 years is better than : 36.87 vs. PSQGX (26.54).
| PSQGX | RLEFX | PSQGX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.40 | 243% |
| Annual Report Gross Expense Ratio | 1.13 | 0.40 | 282% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -4.051 | -1.485 | 273% |
| 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 | 2.16 | 82% |
| Returns for 1 year | 1.30 | 4.35 | 30% |
| Returns for 3 years | 5.73 | 14.97 | 38% |
| Returns for 5 years | 26.54 | 36.87 | 72% |
| Returns for 10 years | 62.94 | N/A | - |
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