Interact to see
Advertisement
Advertisement
CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Port Street Quality Growth Institutional
Price$18.35
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets188.48M
CLBFX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. PSQGX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PSQGX (188M). CLBFX pays higher dividends than PSQGX: CLBFX (1.94) vs PSQGX (1.66). CLBFX was incepted earlier than PSQGX: CLBFX (23 years) vs PSQGX (11 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 : 10.11 vs. PSQGX (4.17). CLBFX return over 5 years is better than : 42.70 vs. PSQGX (27.48).
| 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 | 11 years | - |
| Gain YTD | 11.495 | 6.076 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 188M | 137,766% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 10.11 | 4.17 | 242% |
| Returns for 3 years | 41.65 | 24.26 | 172% |
| Returns for 5 years | 42.70 | 27.48 | 155% |
| Returns for 10 years | 92.18 | 85.00 | 108% |