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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Retail
Price$37.55
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Nov 18, 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 StrongBuy and LOGBX is a Sell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. LOGBX (50.7M). 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 : 20.85 vs. LOGBX (7.67). CLBAX return over 5 years is better than : 37.36 vs. LOGBX (11.84).
| 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 | 14.033 | 10.085 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 50.7M | 465,483% |
| Annual Yield % from dividends | 2.23 | 0.95 | 236% |
| Returns for 1 year | 20.85 | 7.67 | 272% |
| Returns for 3 years | 11.92 | -4.70 | -254% |
| Returns for 5 years | 37.36 | 11.84 | 315% |
| Returns for 10 years | 63.23 | N/A | - |
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