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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Port Street Quality Growth Institutional
Price$17.02
Change-$1.63 (-8.74%)
VolumeN/A
Net Assets178.85M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Feb 04, 2026
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 CLBAX is a Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PSQGX (179M). CLBAX pays higher dividends than PSQGX: CLBAX (1.89) vs PSQGX (1.49). CLBAX was incepted earlier than PSQGX: CLBAX (24 years) vs PSQGX (12 years). PSQGX (1.10) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBAX has a lower initial minimum investment than PSQGX: CLBAX (250) vs PSQGX (2000). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. PSQGX (-2.37). CLBAX return over 5 years is better than : 37.40 vs. PSQGX (15.77).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 1.10 | 53% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.460 | 2.716 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 179M | 150,838% |
| Annual Yield % from dividends | 1.89 | 1.49 | 127% |
| Returns for 1 year | 11.35 | -2.37 | -478% |
| Returns for 3 years | 36.75 | 12.99 | 283% |
| Returns for 5 years | 37.40 | 15.77 | 237% |
| Returns for 10 years | 100.85 | 75.07 | 134% |
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