CLBAX
Price
$37.92
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
259.11B
PSQGX
Price
$18.35
Change
+$0.06 (+0.33%)
Updated
Sep 4 closing price
Net Assets
188.48M
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CLBAX vs PSQGX

Header iconCLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGXBanner chart's image
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Port Street Quality Growth Institutional
Price$18.35
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets188.48M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Sep 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 CLBAX is a Buy and PSQGX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. PSQGX (188M). CLBAX pays higher dividends than PSQGX: CLBAX (1.80) vs PSQGX (1.66). CLBAX was incepted earlier than PSQGX: CLBAX (24 years) vs PSQGX (11 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 : 9.95 vs. PSQGX (4.17). CLBAX return over 5 years is better than : 41.54 vs. PSQGX (27.48).
CLBAXPSQGXCLBAX / PSQGX
Total Expense Ratio0.580.9760%
Annual Report Gross Expense Ratio0.581.1053%
Fund Existence24 years11 years-
Gain YTD11.3626.076187%
Front Load4%N/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets259B188M137,766%
Annual Yield % from dividends1.801.66108%
Returns for 1 year9.954.17239%
Returns for 3 years40.9224.26169%
Returns for 5 years41.5427.48151%
Returns for 10 years88.4785.00104%
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