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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Retail
Price$36.38
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Feb 23, 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 Hold and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. LOGBX (50M). 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 : 9.22 vs. LOGBX (4.86). CLBAX return over 5 years is better than : 31.74 vs. LOGBX (9.90).
| 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 | 2.890 | 4.360 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 2.23 | 0.95 | 236% |
| Returns for 1 year | 9.22 | 4.86 | 190% |
| Returns for 3 years | 19.12 | 3.96 | 483% |
| Returns for 5 years | 31.74 | 9.90 | 321% |
| Returns for 10 years | 65.36 | N/A | - |
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