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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$36.51
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Port Street Quality Growth Institutional
Price$18.23
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
CLBFX vs PSQGX Comparison Chart
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CLBFX vs. PSQGX commentary
Nov 14, 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: 240B vs. PSQGX (212M). 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 : 22.81 vs. PSQGX (12.55). CLBFX return over 5 years is better than : 40.49 vs. PSQGX (31.44).
| 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 | 15.749 | 12.600 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 212M | 113,208% |
| Annual Yield % from dividends | 2.39 | 1.49 | 161% |
| Returns for 1 year | 22.81 | 12.55 | 182% |
| Returns for 3 years | 13.93 | 8.46 | 165% |
| Returns for 5 years | 40.49 | 31.44 | 129% |
| Returns for 10 years | 69.36 | 79.65 | 87% |
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