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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.18
Change+$0.09 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBAX vs PSQGX Comparison Chart
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CLBAX vs. PSQGX commentary
Nov 23, 2024
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 StrongBuy and PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. PSQGX (207M). CLBAX pays higher dividends than PSQGX: CLBAX (2.23) vs PSQGX (1.49). CLBAX was incepted earlier than PSQGX: CLBAX (23 years) vs PSQGX (11 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (9.00). 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 : 21.13 vs. PSQGX (11.29). CLBAX return over 5 years is better than : 39.28 vs. PSQGX (31.26).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 15.266 | 12.292 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 207M | 114,976% |
| Annual Yield % from dividends | 2.23 | 1.49 | 150% |
| Returns for 1 year | 21.13 | 11.29 | 187% |
| Returns for 3 years | 13.80 | 8.54 | 162% |
| Returns for 5 years | 39.28 | 31.26 | 126% |
| Returns for 10 years | 63.86 | 77.63 | 82% |
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