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PSQGX vs RLBAX
PSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAX
Port Street Quality Growth Institutional
Price$17.72
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets185.9M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
PSQGX vs RLBAX Comparison Chart
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PSQGX vs. RLBAX commentary
Jun 16, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. PSQGX (186M). PSQGX pays higher dividends than RLBAX: PSQGX (1.74) vs RLBAX (1.23). 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 (4.45) and PSQGX (4.32) have marching annual gain over last year. RLBAX (34.05) and PSQGX (32.41) have equivalent 5 years return.
| 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 | 2.546 | 4.085 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 244B | 0% |
| Annual Yield % from dividends | 1.74 | 1.23 | 141% |
| Returns for 1 year | 4.32 | 4.45 | 97% |
| Returns for 3 years | 22.45 | 30.02 | 75% |
| Returns for 5 years | 32.41 | 34.05 | 95% |
| Returns for 10 years | 75.79 | 51.23 | 148% |
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