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PSQGX vs RLBAX
PSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAX
Port Street Quality Growth Institutional
Price$18.35
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets188.48M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
PSQGX vs RLBAX Comparison Chart in %
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PSQGX vs. RLBAX commentary
Sep 08, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. PSQGX (188M). PSQGX pays higher dividends than RLBAX: PSQGX (1.66) vs RLBAX (1.15). PSQGX was incepted earlier than RLBAX: PSQGX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than PSQGX (1.10). 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 : 9.12 vs. PSQGX (4.17). RLBAX return over 5 years is better than : 35.40 vs. PSQGX (27.48).
| PSQGX | RLBAX | PSQGX / RLBAX | |
| Total Expense Ratio | 0.97 | 1.31 | 74% |
| Annual Report Gross Expense Ratio | 1.10 | 1.31 | 84% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.076 | 10.805 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 259B | 0% |
| Annual Yield % from dividends | 1.66 | 1.15 | 145% |
| Returns for 1 year | 4.17 | 9.12 | 46% |
| Returns for 3 years | 24.26 | 37.15 | 65% |
| Returns for 5 years | 27.48 | 35.40 | 78% |
| Returns for 10 years | 85.00 | 67.71 | 126% |
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