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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Port Street Quality Growth Institutional
Price$16.72
Change-$0.36 (-2.11%)
VolumeN/A
Net Assets185.69M
CLBCX vs PSQGX Comparison Chart
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CLBCX vs. PSQGX commentary
Apr 04, 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: 235B vs. PSQGX (186M). PSQGX pays higher dividends than CLBCX: PSQGX (1.77) vs CLBCX (1.22). CLBCX was incepted earlier than PSQGX: CLBCX (23 years) vs PSQGX (11 years). CLBCX (1.37) is less costly to investors than PSQGX (1.13). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (14.00). CLBCX has a lower initial minimum investment than PSQGX: CLBCX (250) vs PSQGX (2000). PSQGX annual gain was more profitable for investors over the last year : 3.24 vs. CLBCX (0.61). CLBCX return over 5 years is better than : 42.55 vs. PSQGX (38.54).
| CLBCX | PSQGX | CLBCX / PSQGX | |
| Total Expense Ratio | 1.37 | 0.97 | 141% |
| Annual Report Gross Expense Ratio | 1.37 | 1.13 | 121% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.356 | -1.157 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 186M | 126,344% |
| Annual Yield % from dividends | 1.22 | 1.77 | 69% |
| Returns for 1 year | 0.61 | 3.24 | 19% |
| Returns for 3 years | 7.83 | 5.79 | 135% |
| Returns for 5 years | 42.55 | 38.54 | 110% |
| Returns for 10 years | 48.08 | 68.81 | 70% |
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