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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Port Street Quality Growth Institutional
Price$17.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets184.82M
CLBFX vs PSQGX Comparison Chart in %
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CLBFX vs. PSQGX commentary
Aug 08, 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 Buy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. PSQGX (185M). CLBFX pays higher dividends than PSQGX: CLBFX (1.97) vs PSQGX (1.71). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (11 years). PSQGX (1.13) 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 : 11.57 vs. PSQGX (5.59). CLBFX return over 5 years is better than : 39.52 vs. PSQGX (24.45).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 8.669 | 2.720 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 185M | 136,757% |
| Annual Yield % from dividends | 1.97 | 1.71 | 115% |
| Returns for 1 year | 11.57 | 5.59 | 207% |
| Returns for 3 years | 32.58 | 15.84 | 206% |
| Returns for 5 years | 39.52 | 24.45 | 162% |
| Returns for 10 years | 79.50 | 73.63 | 108% |
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