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PSQGX vs RLBAX
PSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAX
Port Street Quality Growth Institutional
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets187M
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
PSQGX vs RLBAX Comparison Chart in %
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PSQGX vs. RLBAX commentary
Aug 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. PSQGX (187M). PSQGX pays higher dividends than RLBAX: PSQGX (1.71) vs RLBAX (1.17). 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 : 7.15 vs. PSQGX (3.39). RLBAX return over 5 years is better than : 33.77 vs. PSQGX (26.13).
| 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 | 4.109 | 9.243 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 256B | 0% |
| Annual Yield % from dividends | 1.71 | 1.17 | 146% |
| Returns for 1 year | 3.39 | 7.15 | 47% |
| Returns for 3 years | 14.30 | 27.06 | 53% |
| Returns for 5 years | 26.13 | 33.77 | 77% |
| Returns for 10 years | 75.81 | 59.12 | 128% |
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