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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
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.
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).
| CLBAX | LOGBX | CLBAX / LOGBX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.40 | 41% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 7.368 | 6.971 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 49.8M | 504,016% |
| Annual Yield % from dividends | 1.84 | 0.92 | 200% |
| Returns for 1 year | 6.65 | 5.79 | 115% |
| Returns for 3 years | 35.06 | 11.99 | 292% |
| Returns for 5 years | 41.97 | 19.81 | 212% |
| Returns for 10 years | 75.97 | N/A | - |
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