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CLBAX vs PSQGX
CLBAX vs PSQGX Comparison
Open Charts CLBAX vs PSQGX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Port Street Quality Growth Institutional
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets187M
CLBAX vs PSQGX Comparison Chart in %
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CLBAX vs. PSQGX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PSQGX (187M). CLBAX pays higher dividends than PSQGX: CLBAX (1.82) vs PSQGX (1.71). CLBAX was incepted earlier than PSQGX: CLBAX (24 years) vs PSQGX (11 years). PSQGX (1.13) 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 : 7.96 vs. PSQGX (3.39). CLBAX return over 5 years is better than : 39.83 vs. PSQGX (26.13).
| CLBAX | PSQGX | CLBAX / PSQGX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.747 | 4.109 | 237% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 187M | 136,898% |
| Annual Yield % from dividends | 1.82 | 1.71 | 107% |
| Returns for 1 year | 7.96 | 3.39 | 234% |
| Returns for 3 years | 30.56 | 14.30 | 214% |
| Returns for 5 years | 39.83 | 26.13 | 152% |
| Returns for 10 years | 78.78 | 75.81 | 104% |
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