Interact to see
Advertisement
Advertisement
PSQGX vs RLBAX
PSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAX
Port Street Quality Growth Institutional
Price$18.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets188.08M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
PSQGX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSQGX vs. RLBAX commentary
Jul 27, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. PSQGX (188M). PSQGX pays higher dividends than RLBAX: PSQGX (1.71) vs RLBAX (1.18). PSQGX was incepted earlier than RLBAX: PSQGX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PSQGX (1.13). RLBAX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). RLBAX has a lower initial minimum investment than PSQGX: RLBAX (250) vs PSQGX (2000). RLBAX annual gain was more profitable for investors over the last year : 9.42 vs. PSQGX (6.26). RLBAX return over 5 years is better than : 35.28 vs. PSQGX (30.52).
| PSQGX | RLBAX | PSQGX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 4.514 | 8.565 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 254B | 0% |
| Annual Yield % from dividends | 1.71 | 1.18 | 145% |
| Returns for 1 year | 6.26 | 9.42 | 66% |
| Returns for 3 years | 21.39 | 32.14 | 67% |
| Returns for 5 years | 30.52 | 35.28 | 86% |
| Returns for 10 years | 79.68 | 58.06 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement