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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Port Street Quality Growth Institutional
Price$16.72
Change-$0.36 (-2.11%)
VolumeN/A
Net Assets185.69M
CLBFX vs PSQGX Comparison Chart
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CLBFX vs. PSQGX commentary
Apr 04, 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 Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. PSQGX (186M). CLBFX pays higher dividends than PSQGX: CLBFX (2.14) vs PSQGX (1.77). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PSQGX (14.00). CLBFX has a lower initial minimum investment than PSQGX: CLBFX (250) vs PSQGX (2000). PSQGX annual gain was more profitable for investors over the last year : 3.24 vs. CLBFX (1.49). CLBFX return over 5 years is better than : 49.30 vs. PSQGX (38.54).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | 0.68 | 0.97 | 70% |
| Annual Report Gross Expense Ratio | 0.68 | 1.13 | 60% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -2.116 | -1.157 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 186M | 126,344% |
| Annual Yield % from dividends | 2.14 | 1.77 | 121% |
| Returns for 1 year | 1.49 | 3.24 | 46% |
| Returns for 3 years | 10.84 | 5.79 | 187% |
| Returns for 5 years | 49.30 | 38.54 | 128% |
| Returns for 10 years | 62.85 | 68.81 | 91% |
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