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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$36.12
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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CLBCX vs PSQGX Comparison Chart
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CLBCX 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 CLBCX is a StrongBuy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. PSQGX (221M). CLBCX (1.52) and PSQGX (1.49) have matching dividends . CLBCX was incepted earlier than PSQGX: CLBCX (23 years) vs PSQGX (10 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (9.00). 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 : 23.45 vs. PSQGX (14.84). CLBCX (36.47) and PSQGX (34.82) have equivalent 5 years return.
| CLBCX | PSQGX | CLBCX / 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 | 13.404 | 12.168 | 110% |
| 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 | 1.52 | 1.49 | 102% |
| Returns for 1 year | 23.45 | 14.84 | 158% |
| Returns for 3 years | 13.72 | 11.23 | 122% |
| Returns for 5 years | 36.47 | 34.82 | 105% |
| Returns for 10 years | 54.72 | 84.79 | 65% |
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