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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Port Street Quality Growth Institutional
Price$18.78
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets180.52M
CLBCX vs PSQGX Comparison Chart in %
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CLBCX vs. PSQGX commentary
Nov 20, 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 CLBCX is a Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. PSQGX (181M). PSQGX pays higher dividends than CLBCX: PSQGX (1.62) vs CLBCX (1.04). CLBCX was incepted earlier than PSQGX: CLBCX (24 years) vs PSQGX (12 years). CLBCX (1.35) is less costly to investors than PSQGX (1.10). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBCX has a lower initial minimum investment than PSQGX: CLBCX (250) vs PSQGX (2000). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. PSQGX (5.44). CLBCX return over 5 years is better than : 35.38 vs. PSQGX (28.28).
| CLBCX | PSQGX | CLBCX / PSQGX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 1.10 | 123% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.269 | 8.391 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 181M | 145,304% |
| Annual Yield % from dividends | 1.04 | 1.62 | 64% |
| Returns for 1 year | 8.18 | 5.44 | 150% |
| Returns for 3 years | 38.51 | 24.60 | 157% |
| Returns for 5 years | 35.38 | 28.28 | 125% |
| Returns for 10 years | 70.03 | 83.04 | 84% |