CLBAX
Price
$33.42
Change
-$0.87 (-2.54%)
Updated
Apr 3 closing price
Net Assets
235.03B
LOGBX
Price
$35.89
Change
-$0.66 (-1.81%)
Updated
Apr 3 closing price
Net Assets
49.28M
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CLBAX vs LOGBX

Header iconCLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBXBanner chart's image
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Scharf Multi-Asset Opportunity Retail
Price$35.89
Change-$0.66 (-1.81%)
VolumeN/A
Net Assets49.28M
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. LOGBX (49.3M). CLBAX pays higher dividends than LOGBX: CLBAX (1.98) vs LOGBX (0.94). CLBAX was incepted earlier than LOGBX: CLBAX (23 years) vs LOGBX (9 years). LOGBX (1.40) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (26.87). CLBAX has a lower initial minimum investment than LOGBX: CLBAX (250) vs LOGBX (10000). LOGBX annual gain was more profitable for investors over the last year : 4.25 vs. CLBAX (1.36). CLBAX return over 5 years is better than : 48.07 vs. LOGBX (31.84).
CLBAXLOGBXCLBAX / LOGBX
Total Expense Ratio0.601.2050%
Annual Report Gross Expense Ratio0.601.4043%
Fund Existence23 years9 years-
Gain YTD-2.1484.848-44%
Front Load4%N/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets235B49.3M476,673%
Annual Yield % from dividends1.980.94210%
Returns for 1 year1.364.2532%
Returns for 3 years10.331.55669%
Returns for 5 years48.0731.84151%
Returns for 10 years59.69N/A-
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