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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Scharf Multi-Asset Opportunity Retail
Price$37.54
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets48.83M
CLBAX vs LOGBX Comparison Chart in %
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CLBAX vs. LOGBX commentary
Nov 20, 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: 263B vs. LOGBX (48.8M). CLBAX pays higher dividends than LOGBX: CLBAX (1.73) vs LOGBX (0.90). 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 : 9.00 vs. LOGBX (0.46). CLBAX return over 5 years is better than : 40.59 vs. LOGBX (10.82).
| 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 | 14.067 | 7.946 | 177% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 48.8M | 538,934% |
| Annual Yield % from dividends | 1.73 | 0.90 | 192% |
| Returns for 1 year | 9.00 | 0.46 | 1,960% |
| Returns for 3 years | 41.73 | 14.46 | 289% |
| Returns for 5 years | 40.59 | 10.82 | 375% |
| Returns for 10 years | 83.31 | N/A | - |
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