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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Port Street Quality Growth Institutional
Price$16.66
Change-$2.52 (-13.14%)
VolumeN/A
Net Assets182.65M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Dec 27, 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 CLBAX is a StrongBuy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PSQGX (183M). CLBAX pays higher dividends than PSQGX: CLBAX (1.70) vs PSQGX (1.59). 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 : 9.15 vs. PSQGX (-6.31). CLBAX return over 5 years is better than : 36.56 vs. PSQGX (11.09).
| 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 | 10.739 | -3.588 | -299% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 183M | 146,995% |
| Annual Yield % from dividends | 1.70 | 1.59 | 107% |
| Returns for 1 year | 9.15 | -6.31 | -145% |
| Returns for 3 years | 38.03 | 13.46 | 283% |
| Returns for 5 years | 36.56 | 11.09 | 330% |
| Returns for 10 years | 84.88 | 63.88 | 133% |
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