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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Scharf Multi-Asset Opportunity Retail
Price$35.40
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets47.64M
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Apr 25, 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: 227B vs. LOGBX (47.6M). 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). CLBAX annual gain was more profitable for investors over the last year : 4.16 vs. LOGBX (2.73). CLBAX return over 5 years is better than : 37.48 vs. LOGBX (18.42).
| CLBAX | LOGBX | CLBAX / LOGBX | |
| Total Expense Ratio | 0.60 | 1.20 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.533 | 1.779 | -86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 47.6M | 476,891% |
| Annual Yield % from dividends | 1.98 | 0.94 | 210% |
| Returns for 1 year | 4.16 | 2.73 | 152% |
| Returns for 3 years | 15.66 | 0.54 | 2,876% |
| Returns for 5 years | 37.48 | 18.42 | 203% |
| Returns for 10 years | 58.78 | N/A | - |
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