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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Port Street Quality Growth Institutional
Price$17.60
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets193.84M
CLBAX vs PSQGX Comparison Chart
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CLBAX vs. PSQGX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 245B vs. PSQGX (194M). 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 : 9.22 vs. PSQGX (7.90). CLBAX return over 5 years is better than : 31.74 vs. PSQGX (25.16).
| 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 | 2.890 | 2.257 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 194M | 126,289% |
| Annual Yield % from dividends | 2.23 | 1.49 | 150% |
| Returns for 1 year | 9.22 | 7.90 | 117% |
| Returns for 3 years | 19.12 | 13.03 | 147% |
| Returns for 5 years | 31.74 | 25.16 | 126% |
| Returns for 10 years | 65.36 | 72.36 | 90% |
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