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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Retail
Price$34.71
Change-$0.52 (-1.48%)
VolumeN/A
CapitalizationN/A
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Dec 19, 2024
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 Hold and LOGBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. LOGBX (47.4M). CLBAX pays higher dividends than LOGBX: CLBAX (2.23) vs LOGBX (0.95). CLBAX was incepted earlier than LOGBX: CLBAX (23 years) vs LOGBX (9 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (28.37). 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 : 12.51 vs. LOGBX (5.64). CLBAX return over 5 years is better than : 34.39 vs. LOGBX (4.59).
| CLBAX | LOGBX | CLBAX / LOGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.523 | 4.282 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 47.4M | 508,439% |
| Annual Yield % from dividends | 2.23 | 0.95 | 236% |
| Returns for 1 year | 12.51 | 5.64 | 222% |
| Returns for 3 years | 13.21 | -1.81 | -729% |
| Returns for 5 years | 34.39 | 4.59 | 749% |
| Returns for 10 years | 58.66 | N/A | - |
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