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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Port Street Quality Growth Institutional
Price$18.43
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets188.4M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Sep 29, 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 Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B 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 (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 : 7.82 vs. PSQGX (3.01). CLBAX return over 5 years is better than : 45.97 vs. PSQGX (29.48).
| 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 | 12.860 | 6.655 | 193% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 188M | 139,894% |
| Annual Yield % from dividends | 1.80 | 1.66 | 108% |
| Returns for 1 year | 7.82 | 3.01 | 259% |
| Returns for 3 years | 51.69 | 31.58 | 164% |
| Returns for 5 years | 45.97 | 29.48 | 156% |
| Returns for 10 years | 95.16 | 89.84 | 106% |
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