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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Port Street Quality Growth Institutional
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets190.37M
CLBFX vs PSQGX Comparison Chart in %
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CLBFX vs. PSQGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PSQGX (190M). CLBFX pays higher dividends than PSQGX: CLBFX (1.89) vs PSQGX (1.63). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (12 years). PSQGX (1.10) 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 : 8.84 vs. PSQGX (3.84). CLBFX return over 5 years is better than : 45.11 vs. PSQGX (28.70).
| CLBFX | PSQGX | CLBFX / PSQGX | |
| Total Expense Ratio | 0.67 | 0.97 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 1.10 | 61% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 14.767 | 8.102 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 190M | 140,000% |
| Annual Yield % from dividends | 1.89 | 1.63 | 116% |
| Returns for 1 year | 8.84 | 3.84 | 230% |
| Returns for 3 years | 52.03 | 29.87 | 174% |
| Returns for 5 years | 45.11 | 28.70 | 157% |
| Returns for 10 years | 91.64 | 86.38 | 106% |
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