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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Port Street Quality Growth Institutional
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets190.37M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. PSQGX (190M). CLBAX pays higher dividends than PSQGX: CLBAX (1.76) vs PSQGX (1.63). 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 : 8.72 vs. PSQGX (3.84). CLBAX return over 5 years is better than : 43.96 vs. PSQGX (28.70).
| 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 | 14.656 | 8.102 | 181% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 190M | 140,000% |
| Annual Yield % from dividends | 1.76 | 1.63 | 108% |
| Returns for 1 year | 8.72 | 3.84 | 227% |
| Returns for 3 years | 51.33 | 29.87 | 172% |
| Returns for 5 years | 43.96 | 28.70 | 153% |
| Returns for 10 years | 88.01 | 86.38 | 102% |
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