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PSQGX vs RLBCX
PSQGX vs RLBCX Comparison
Open Charts PSQGX vs RLBCX
Port Street Quality Growth Institutional
Price$18.75
Change-$0.15 (-0.79%)
VolumeN/A
Net Assets183M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
PSQGX vs RLBCX Comparison Chart in %
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PSQGX vs. RLBCX commentary
Nov 14, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. PSQGX (183M). PSQGX pays higher dividends than RLBCX: PSQGX (1.62) vs RLBCX (1.46). PSQGX was incepted earlier than RLBCX: PSQGX (12 years) vs RLBCX (23 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 : 8.39 vs. PSQGX (5.64). RLBCX return over 5 years is better than : 37.74 vs. PSQGX (29.19).
| 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 | 23 years | - |
| Gain YTD | 9.375 | 14.512 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 269B | 0% |
| Annual Yield % from dividends | 1.62 | 1.46 | 111% |
| Returns for 1 year | 5.64 | 8.39 | 67% |
| Returns for 3 years | 26.22 | 41.39 | 63% |
| Returns for 5 years | 29.19 | 37.74 | 77% |
| Returns for 10 years | 88.21 | 70.87 | 124% |
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