Interact to see
Advertisement
Advertisement
CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$38.82
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets265.09B
Scharf Multi-Asset Opportunity Retail
Price$39.10
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets50.65M
CLBAX vs LOGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. LOGBX commentary
Oct 16, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. LOGBX (50.6M). CLBAX pays higher dividends than LOGBX: CLBAX (1.76) vs LOGBX (0.89). 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 : 8.15 vs. LOGBX (4.54). CLBAX return over 5 years is better than : 43.65 vs. LOGBX (16.81).
| 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 | 14.332 | 11.704 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 50.6M | 523,715% |
| Annual Yield % from dividends | 1.76 | 0.89 | 199% |
| Returns for 1 year | 8.15 | 4.54 | 180% |
| Returns for 3 years | 54.07 | 27.50 | 197% |
| Returns for 5 years | 43.65 | 16.81 | 260% |
| Returns for 10 years | 87.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement