Interact to see
Advertisement
Advertisement
PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$17.02
Change-$1.63 (-8.74%)
VolumeN/A
Net Assets178.85M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
PSQGX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSQGX vs. RLBCX commentary
Feb 04, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. PSQGX (179M). RLBCX pays higher dividends than PSQGX: RLBCX (1.62) vs PSQGX (1.49). PSQGX was incepted earlier than RLBCX: PSQGX (12 years) vs RLBCX (24 years). PSQGX (1.10) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). RLBCX has a lower initial minimum investment than PSQGX: RLBCX (250) vs PSQGX (2000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. PSQGX (-2.37). RLBCX return over 5 years is better than : 33.82 vs. PSQGX (15.77).
| PSQGX | RLBCX | PSQGX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.716 | 2.445 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 270B | 0% |
| Annual Yield % from dividends | 1.49 | 1.62 | 92% |
| Returns for 1 year | -2.37 | 10.97 | -22% |
| Returns for 3 years | 12.99 | 35.49 | 37% |
| Returns for 5 years | 15.77 | 33.82 | 47% |
| Returns for 10 years | 75.07 | 84.49 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement