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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$37.32
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
CLBFX vs PSQGX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and PSQGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PSQGX (187M). CLBFX pays higher dividends than PSQGX: CLBFX (1.97) vs PSQGX (1.71). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). CLBFX has a lower initial minimum investment than PSQGX: CLBFX (250) vs PSQGX (2000). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. PSQGX (3.39). CLBFX return over 5 years is better than : 40.98 vs. PSQGX (26.13).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 9.847 | 4.109 | 240% |
| 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 | 1.97 | 1.71 | 115% |
| Returns for 1 year | 8.11 | 3.39 | 239% |
| Returns for 3 years | 31.15 | 14.30 | 218% |
| Returns for 5 years | 40.98 | 26.13 | 157% |
| Returns for 10 years | 82.32 | 75.81 | 109% |
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