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PSQGX vs RLEFX
PSQGX vs RLEFX Comparison
Open Charts PSQGX vs RLEFX
Port Street Quality Growth Institutional
Price$17.77
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets185.09M
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
PSQGX vs RLEFX Comparison Chart in %
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PSQGX vs. RLEFX commentary
Jul 18, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. PSQGX (185M). RLEFX pays higher dividends than PSQGX: RLEFX (2.01) vs PSQGX (1.71). 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 (7.00). 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 : 5.86 vs. PSQGX (2.95). RLEFX return over 5 years is better than : 39.78 vs. PSQGX (27.97).
| 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 | 2.546 | 7.988 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 251B | 0% |
| Annual Yield % from dividends | 1.71 | 2.01 | 85% |
| Returns for 1 year | 2.95 | 5.86 | 50% |
| Returns for 3 years | 20.04 | 35.92 | 56% |
| Returns for 5 years | 27.97 | 39.78 | 70% |
| Returns for 10 years | 75.13 | N/A | - |