CLBAX
Price
$36.56
Change
-$0.04 (-0.11%)
Updated
Jul 8 closing price
Net Assets
251.03B
LOGBX
Price
$37.23
Change
-$0.06 (-0.16%)
Updated
Jul 8 closing price
Net Assets
49.81M
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CLBAX vs LOGBX

Header iconCLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBXBanner chart's image
American Funds American Balanced 529A
Price$36.56
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Scharf Multi-Asset Opportunity Retail
Price$37.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets49.81M
CLBAX vs LOGBX Comparison Chart in %
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CLBAX vs. LOGBX commentary
Jul 09, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 251B vs. LOGBX (49.8M). CLBAX pays higher dividends than LOGBX: CLBAX (1.84) vs LOGBX (0.92). CLBAX was incepted earlier than LOGBX: CLBAX (23 years) vs LOGBX (9 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 : 6.65 vs. LOGBX (5.79). CLBAX return over 5 years is better than : 41.97 vs. LOGBX (19.81).
CLBAXLOGBXCLBAX / LOGBX
Total Expense Ratio0.581.2048%
Annual Report Gross Expense Ratio0.581.4041%
Fund Existence23 years9 years-
Gain YTD7.3686.971106%
Front Load4%N/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets251B49.8M504,016%
Annual Yield % from dividends1.840.92200%
Returns for 1 year6.655.79115%
Returns for 3 years35.0611.99292%
Returns for 5 years41.9719.81212%
Returns for 10 years75.97N/A-
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