PSQGX
Price
$18.43
Change
+$0.04 (+0.22%)
Updated
Sep 26 closing price
Net Assets
188.4M
RLBAX
Price
$38.14
Change
+$0.10 (+0.26%)
Updated
Sep 26 closing price
Net Assets
262.75B
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PSQGX vs RLBAX

Header iconPSQGX vs RLBAX Comparison
Open Charts PSQGX vs RLBAXBanner chart's image
Port Street Quality Growth Institutional
Price$18.43
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets188.4M
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
PSQGX vs RLBAX Comparison Chart in %
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PSQGX vs. RLBAX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. PSQGX (188M). PSQGX pays higher dividends than RLBAX: PSQGX (1.66) vs RLBAX (1.15). PSQGX was incepted earlier than RLBAX: PSQGX (12 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 : 7.27 vs. PSQGX (3.01). RLBAX return over 5 years is better than : 40.00 vs. PSQGX (29.48).
PSQGXRLBAXPSQGX / RLBAX
Total Expense Ratio0.971.3174%
Annual Report Gross Expense Ratio1.101.3184%
Fund Existence12 years23 years-
Gain YTD6.65512.53153%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets188M263B0%
Annual Yield % from dividends1.661.15145%
Returns for 1 year3.017.2741%
Returns for 3 years31.5848.1966%
Returns for 5 years29.4840.0074%
Returns for 10 years89.8474.51121%
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