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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.07
Change+$0.08 (+0.44%)
VolumeN/A
CapitalizationN/A
CLBCX vs PSQGX Comparison Chart
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CLBCX vs. PSQGX commentary
Dec 25, 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 Buy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. PSQGX (205M). 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 : 9.84 vs. PSQGX (8.88). CLBCX (27.39) and PSQGX (27.29) 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 | 11 years | - |
| Gain YTD | 9.397 | 11.118 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 205M | 116,098% |
| Annual Yield % from dividends | 1.52 | 1.49 | 102% |
| Returns for 1 year | 9.84 | 8.88 | 111% |
| Returns for 3 years | 7.98 | 6.41 | 125% |
| Returns for 5 years | 27.39 | 27.29 | 100% |
| Returns for 10 years | 52.72 | 73.31 | 72% |
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