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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Retail
Price$36.39
Change-$0.28 (-0.76%)
VolumeN/A
CapitalizationN/A
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CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Sep 07, 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 Buy and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 228B vs. LOGBX (49.4M). 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 : 18.79 vs. LOGBX (6.96). CLBAX return over 5 years is better than : 38.15 vs. LOGBX (13.68).
| 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 | 10.887 | 7.505 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 49.4M | 461,538% |
| Annual Yield % from dividends | 2.23 | 0.95 | 236% |
| Returns for 1 year | 18.79 | 6.96 | 270% |
| Returns for 3 years | 10.39 | -5.78 | -180% |
| Returns for 5 years | 38.15 | 13.68 | 279% |
| Returns for 10 years | 61.19 | N/A | - |
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