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PSQGX vs RLBAX
PSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAX
Port Street Quality Growth Institutional
Price$17.84
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets186.43M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
PSQGX vs RLBAX Comparison Chart in %
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PSQGX vs. RLBAX commentary
Jul 06, 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: 252B vs. PSQGX (186M). 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 (14.00). 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 : 7.00 vs. PSQGX (5.15). RLBAX return over 5 years is better than : 37.04 vs. PSQGX (31.69).
| 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 | 3.241 | 7.651 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 252B | 0% |
| Annual Yield % from dividends | 1.71 | 1.18 | 145% |
| Returns for 1 year | 5.15 | 7.00 | 74% |
| Returns for 3 years | 20.94 | 32.45 | 65% |
| Returns for 5 years | 31.69 | 37.04 | 86% |
| Returns for 10 years | 79.19 | 58.01 | 136% |
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