CLBCX
Price
$37.93
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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CLBCX vs PSQGX

Header iconCLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGXBanner chart's image
American Funds American Balanced 529C
Price$37.93
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
CLBCX vs PSQGX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and PSQGX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. PSQGX (188M). PSQGX pays higher dividends than CLBCX: PSQGX (1.66) vs CLBCX (1.11). CLBCX was incepted earlier than PSQGX: CLBCX (24 years) vs PSQGX (11 years). CLBCX (1.35) is less costly to investors than PSQGX (1.10). 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 : 9.15 vs. PSQGX (4.17). CLBCX return over 5 years is better than : 36.30 vs. PSQGX (27.48).
CLBCXPSQGXCLBCX / PSQGX
Total Expense Ratio1.350.97139%
Annual Report Gross Expense Ratio1.351.10123%
Fund Existence24 years11 years-
Gain YTD10.7856.076177%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets259B188M137,766%
Annual Yield % from dividends1.111.6667%
Returns for 1 year9.154.17219%
Returns for 3 years37.7524.26156%
Returns for 5 years36.3027.48132%
Returns for 10 years74.8085.0088%
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