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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Port Street Quality Growth Institutional
Price$18.73
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets180.24M
CLBFX vs PSQGX Comparison Chart in %
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CLBFX vs. PSQGX commentary
Nov 20, 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 CLBFX is a Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. PSQGX (180M). CLBFX pays higher dividends than PSQGX: CLBFX (1.86) vs PSQGX (1.62). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (12 years). PSQGX (1.10) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBFX has a lower initial minimum investment than PSQGX: CLBFX (250) vs PSQGX (2000). CLBFX annual gain was more profitable for investors over the last year : 8.95 vs. PSQGX (5.16). CLBFX return over 5 years is better than : 40.97 vs. PSQGX (27.65).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 1.10 | 61% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.881 | 8.218 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 180M | 146,667% |
| Annual Yield % from dividends | 1.86 | 1.62 | 115% |
| Returns for 1 year | 8.95 | 5.16 | 174% |
| Returns for 3 years | 42.00 | 24.40 | 172% |
| Returns for 5 years | 40.97 | 27.65 | 148% |
| Returns for 10 years | 86.36 | 82.75 | 104% |
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