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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$38.44
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Scharf Multi-Asset Opportunity Retail
Price$38.14
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets49.58M
CLBAX vs LOGBX Comparison Chart in %
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CLBAX vs. LOGBX commentary
Sep 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 CLBAX is a Buy and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. LOGBX (49.6M). CLBAX pays higher dividends than LOGBX: CLBAX (1.80) vs LOGBX (0.92). CLBAX was incepted earlier than LOGBX: CLBAX (24 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). CLBAX has a lower initial minimum investment than LOGBX: CLBAX (250) vs LOGBX (10000). CLBAX annual gain was more profitable for investors over the last year : 9.29 vs. LOGBX (3.54). CLBAX return over 5 years is better than : 44.74 vs. LOGBX (14.90).
| CLBAX | LOGBX | CLBAX / LOGBX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.40 | 41% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.889 | 9.552 | 135% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 49.6M | 530,242% |
| Annual Yield % from dividends | 1.80 | 0.92 | 196% |
| Returns for 1 year | 9.29 | 3.54 | 262% |
| Returns for 3 years | 43.58 | 18.53 | 235% |
| Returns for 5 years | 44.74 | 14.90 | 300% |
| Returns for 10 years | 91.51 | N/A | - |
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