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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$36.41
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
CLBFX vs PSQGX Comparison Chart
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CLBFX 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 CLBFX is a StrongBuy and PSQGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. PSQGX (207M). CLBFX pays higher dividends than PSQGX: CLBFX (2.39) vs PSQGX (1.49). CLBFX was incepted earlier than PSQGX: CLBFX (22 years) vs PSQGX (11 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (9.00). 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 : 21.32 vs. PSQGX (11.29). CLBFX return over 5 years is better than : 40.50 vs. PSQGX (31.26).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 15.432 | 12.292 | 126% |
| 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 | 2.39 | 1.49 | 161% |
| Returns for 1 year | 21.32 | 11.29 | 189% |
| Returns for 3 years | 14.36 | 8.54 | 168% |
| Returns for 5 years | 40.50 | 31.26 | 130% |
| Returns for 10 years | 67.16 | 77.63 | 87% |
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