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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.16
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
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CLBFX vs PSQGX Comparison Chart
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CLBFX vs. PSQGX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. PSQGX (221M). CLBFX pays higher dividends than PSQGX: CLBFX (2.39) vs PSQGX (1.49). CLBFX was incepted earlier than PSQGX: CLBFX (22 years) vs PSQGX (10 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 : 24.60 vs. PSQGX (14.84). CLBFX return over 5 years is better than : 42.98 vs. PSQGX (34.82).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 14.164 | 12.168 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 221M | 106,787% |
| Annual Yield % from dividends | 2.39 | 1.49 | 161% |
| Returns for 1 year | 24.60 | 14.84 | 166% |
| Returns for 3 years | 16.88 | 11.23 | 150% |
| Returns for 5 years | 42.98 | 34.82 | 123% |
| Returns for 10 years | 70.31 | 84.79 | 83% |
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