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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$37.00
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Port Street Quality Growth Institutional
Price$17.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets184.82M
CLBCX vs PSQGX Comparison Chart in %
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CLBCX vs. PSQGX commentary
Aug 08, 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 Buy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. PSQGX (185M). PSQGX pays higher dividends than CLBCX: PSQGX (1.71) vs CLBCX (1.12). CLBCX was incepted earlier than PSQGX: CLBCX (23 years) vs PSQGX (11 years). CLBCX (1.35) is less costly to investors than PSQGX (1.13). 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 : 10.56 vs. PSQGX (5.59). CLBCX return over 5 years is better than : 33.28 vs. PSQGX (24.45).
| CLBCX | PSQGX | CLBCX / PSQGX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 1.13 | 119% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 8.069 | 2.720 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 185M | 136,757% |
| Annual Yield % from dividends | 1.12 | 1.71 | 66% |
| Returns for 1 year | 10.56 | 5.59 | 189% |
| Returns for 3 years | 28.96 | 15.84 | 183% |
| Returns for 5 years | 33.28 | 24.45 | 136% |
| Returns for 10 years | 63.25 | 73.63 | 86% |
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