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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$36.06
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.16
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
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CLBAX vs PSQGX Comparison Chart
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CLBAX vs. PSQGX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. PSQGX (221M). CLBAX pays higher dividends than PSQGX: CLBAX (2.23) vs PSQGX (1.49). CLBAX was incepted earlier than PSQGX: CLBAX (23 years) vs PSQGX (10 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 : 24.39 vs. PSQGX (14.84). CLBAX return over 5 years is better than : 41.68 vs. PSQGX (34.82).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.033 | 12.168 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 221M | 106,787% |
| Annual Yield % from dividends | 2.23 | 1.49 | 150% |
| Returns for 1 year | 24.39 | 14.84 | 164% |
| Returns for 3 years | 16.34 | 11.23 | 145% |
| Returns for 5 years | 41.68 | 34.82 | 120% |
| Returns for 10 years | 66.87 | 84.79 | 79% |
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