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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$36.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Port Street Quality Growth Institutional
Price$17.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets184.82M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Aug 08, 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 CLBAX is a Buy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. PSQGX (185M). CLBAX pays higher dividends than PSQGX: CLBAX (1.82) vs PSQGX (1.71). CLBAX was incepted earlier than PSQGX: CLBAX (23 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBAX has a lower initial minimum investment than PSQGX: CLBAX (250) vs PSQGX (2000). CLBAX annual gain was more profitable for investors over the last year : 11.41 vs. PSQGX (5.59). CLBAX return over 5 years is better than : 38.38 vs. PSQGX (24.45).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 8.572 | 2.720 | 315% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 185M | 136,757% |
| Annual Yield % from dividends | 1.82 | 1.71 | 107% |
| Returns for 1 year | 11.41 | 5.59 | 204% |
| Returns for 3 years | 31.94 | 15.84 | 202% |
| Returns for 5 years | 38.38 | 24.45 | 157% |
| Returns for 10 years | 76.01 | 73.63 | 103% |
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