Ad is loading...
CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$36.55
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
CLBAX vs PSQGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PSQGX commentary
Nov 14, 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: 240B vs. PSQGX (212M). 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 : 24.74 vs. PSQGX (13.26). CLBAX return over 5 years is better than : 40.35 vs. PSQGX (31.59).
| 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 | 15.741 | 12.415 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 212M | 113,208% |
| Annual Yield % from dividends | 2.23 | 1.49 | 150% |
| Returns for 1 year | 24.74 | 13.26 | 187% |
| Returns for 3 years | 13.53 | 8.28 | 163% |
| Returns for 5 years | 40.35 | 31.59 | 128% |
| Returns for 10 years | 66.18 | 79.35 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...