Interact to see
Advertisement
Advertisement
CLBFX vs PSQGX
CLBFX vs PSQGX Comparison
Open Charts CLBFX vs PSQGX
American Funds American Balanced 529F
Price$38.37
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
CLBFX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX 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 CLBFX is a Hold and PSQGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B 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 (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 : 7.93 vs. PSQGX (3.01). CLBFX return over 5 years is better than : 47.10 vs. PSQGX (29.48).
| 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 | 12 years | - |
| Gain YTD | 12.937 | 6.655 | 194% |
| 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 | 1.94 | 1.66 | 117% |
| Returns for 1 year | 7.93 | 3.01 | 263% |
| Returns for 3 years | 52.34 | 31.58 | 166% |
| Returns for 5 years | 47.10 | 29.48 | 160% |
| Returns for 10 years | 98.95 | 89.84 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement