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CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Port Street Quality Growth Institutional
Price$16.66
Change-$2.52 (-13.14%)
VolumeN/A
Net Assets182.65M
CLBFX vs PSQGX Comparison Chart in %
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CLBFX vs. PSQGX commentary
Dec 28, 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 StrongBuy and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PSQGX (183M). CLBFX pays higher dividends than PSQGX: CLBFX (1.83) vs PSQGX (1.59). 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 : 9.21 vs. PSQGX (-6.31). CLBFX return over 5 years is better than : 37.57 vs. PSQGX (11.09).
| 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 | 10.840 | -3.588 | -302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 183M | 146,995% |
| Annual Yield % from dividends | 1.83 | 1.59 | 115% |
| Returns for 1 year | 9.21 | -6.31 | -146% |
| Returns for 3 years | 38.59 | 13.46 | 287% |
| Returns for 5 years | 37.57 | 11.09 | 339% |
| Returns for 10 years | 88.41 | 63.88 | 138% |
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