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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Port Street Quality Growth Institutional
Price$16.72
Change-$0.36 (-2.11%)
VolumeN/A
Net Assets185.69M
CLBAX vs PSQGX Comparison Chart
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CLBAX vs. PSQGX commentary
Apr 04, 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 Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. PSQGX (186M). CLBAX pays higher dividends than PSQGX: CLBAX (1.98) vs PSQGX (1.77). CLBAX was incepted earlier than PSQGX: CLBAX (23 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (14.00). CLBAX has a lower initial minimum investment than PSQGX: CLBAX (250) vs PSQGX (2000). PSQGX annual gain was more profitable for investors over the last year : 3.24 vs. CLBAX (1.36). CLBAX return over 5 years is better than : 48.07 vs. PSQGX (38.54).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | 0.60 | 0.97 | 62% |
| Annual Report Gross Expense Ratio | 0.60 | 1.13 | 53% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.148 | -1.157 | 186% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 186M | 126,344% |
| Annual Yield % from dividends | 1.98 | 1.77 | 111% |
| Returns for 1 year | 1.36 | 3.24 | 42% |
| Returns for 3 years | 10.33 | 5.79 | 178% |
| Returns for 5 years | 48.07 | 38.54 | 125% |
| Returns for 10 years | 59.69 | 68.81 | 87% |
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