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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$36.47
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.18
Change+$0.09 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBCX vs PSQGX Comparison Chart
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CLBCX vs. PSQGX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. PSQGX (207M). CLBCX (1.52) and PSQGX (1.49) have matching dividends . CLBCX was incepted earlier than PSQGX: CLBCX (23 years) vs PSQGX (11 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 : 20.24 vs. PSQGX (11.29). CLBCX return over 5 years is better than : 34.16 vs. PSQGX (31.26).
| CLBCX | PSQGX | CLBCX / 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 | 14.502 | 12.292 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 207M | 114,976% |
| Annual Yield % from dividends | 1.52 | 1.49 | 102% |
| Returns for 1 year | 20.24 | 11.29 | 179% |
| Returns for 3 years | 11.25 | 8.54 | 132% |
| Returns for 5 years | 34.16 | 31.26 | 109% |
| Returns for 10 years | 51.93 | 77.63 | 67% |