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CLBAX vs LOGBX
CLBAX vs LOGBX Comparison
Open Charts CLBAX vs LOGBX
American Funds American Balanced 529A
Price$35.60
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
Scharf Multi-Asset Opportunity Retail
Price$36.62
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets49.12M
CLBAX vs LOGBX Comparison Chart
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CLBAX vs. LOGBX commentary
Jun 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 Buy and LOGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. LOGBX (49.1M). CLBAX pays higher dividends than LOGBX: CLBAX (1.91) 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 (0.58). 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 : 7.78 vs. LOGBX (4.39). CLBAX return over 5 years is better than : 37.87 vs. LOGBX (16.47).
| CLBAX | LOGBX | CLBAX / LOGBX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.40 | 41% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.235 | 4.963 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 49.1M | 492,872% |
| Annual Yield % from dividends | 1.91 | 0.94 | 204% |
| Returns for 1 year | 7.78 | 4.39 | 177% |
| Returns for 3 years | 23.80 | 6.14 | 388% |
| Returns for 5 years | 37.87 | 16.47 | 230% |
| Returns for 10 years | 70.52 | N/A | - |
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