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CLBCX vs PSQGX
CLBCX vs PSQGX Comparison
Open Charts CLBCX vs PSQGX
American Funds American Balanced 529C
Price$38.49
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
CLBCX vs PSQGX Comparison Chart in %
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CLBCX 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 CLBCX is a Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B 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 (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 : 7.19 vs. PSQGX (3.01). CLBCX return over 5 years is better than : 40.81 vs. PSQGX (29.48).
| 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 | 12.421 | 6.655 | 187% |
| Front Load | N/A | 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 | 1.11 | 1.66 | 67% |
| Returns for 1 year | 7.19 | 3.01 | 239% |
| Returns for 3 years | 48.53 | 31.58 | 154% |
| Returns for 5 years | 40.81 | 29.48 | 138% |
| Returns for 10 years | 81.37 | 89.84 | 91% |