Interact to see
Advertisement
Advertisement
CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Port Street Quality Growth Institutional
Price$17.02
Change-$1.63 (-8.74%)
VolumeN/A
Net Assets178.85M
CLBCX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PSQGX commentary
Feb 04, 2026
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 Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. PSQGX (179M). PSQGX pays higher dividends than CLBCX: PSQGX (1.49) vs CLBCX (1.19). CLBCX was incepted earlier than PSQGX: CLBCX (24 years) vs PSQGX (12 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 : 10.51 vs. PSQGX (-2.37). CLBCX return over 5 years is better than : 32.27 vs. PSQGX (15.77).
| CLBCX | PSQGX | CLBCX / PSQGX | |
| Total Expense Ratio | 1.35 | 0.97 | 139% |
| Annual Report Gross Expense Ratio | 1.35 | 1.10 | 123% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.375 | 2.716 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 179M | 150,838% |
| Annual Yield % from dividends | 1.19 | 1.49 | 80% |
| Returns for 1 year | 10.51 | -2.37 | -443% |
| Returns for 3 years | 33.67 | 12.99 | 259% |
| Returns for 5 years | 32.27 | 15.77 | 205% |
| Returns for 10 years | 86.26 | 75.07 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement