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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$37.39
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
CLBCX vs PSQGX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PSQGX (187M). PSQGX pays higher dividends than CLBCX: PSQGX (1.71) vs CLBCX (1.12). CLBCX was incepted earlier than PSQGX: CLBCX (24 years) vs PSQGX (11 years). CLBCX (1.35) is less costly to investors than PSQGX (1.13). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBCX has a lower initial minimum investment than PSQGX: CLBCX (250) vs PSQGX (2000). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. PSQGX (3.39). CLBCX return over 5 years is better than : 34.64 vs. PSQGX (26.13).
| CLBCX | PSQGX | CLBCX / PSQGX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 1.13 | 119% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.208 | 4.109 | 224% |
| Front Load | N/A | 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 | 1.12 | 1.71 | 66% |
| Returns for 1 year | 7.14 | 3.39 | 210% |
| Returns for 3 years | 27.58 | 14.30 | 193% |
| Returns for 5 years | 34.64 | 26.13 | 133% |
| Returns for 10 years | 65.77 | 75.81 | 87% |
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