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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$34.66
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.07
Change+$0.08 (+0.44%)
VolumeN/A
CapitalizationN/A
CLBFX vs PSQGX Comparison Chart
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CLBFX 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 CLBFX is a Buy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. PSQGX (205M). 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 : 10.87 vs. PSQGX (8.88). CLBFX return over 5 years is better than : 33.43 vs. PSQGX (27.29).
| 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 | 10.385 | 11.118 | 93% |
| 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 | 2.39 | 1.49 | 161% |
| Returns for 1 year | 10.87 | 8.88 | 122% |
| Returns for 3 years | 11.02 | 6.41 | 172% |
| Returns for 5 years | 33.43 | 27.29 | 123% |
| Returns for 10 years | 68.08 | 73.31 | 93% |
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