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CLBAX vs LOGOX
CLBAX vs LOGOX Comparison
Open Charts CLBAX vs LOGOX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$37.69
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
CLBAX vs LOGOX Comparison Chart
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CLBAX vs. LOGOX commentary
Nov 18, 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 StrongBuy and LOGOX is a Sell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. LOGOX (50.7M). CLBAX pays higher dividends than LOGOX: CLBAX (2.23) vs LOGOX (1.18). CLBAX was incepted earlier than LOGOX: CLBAX (23 years) vs LOGOX (12 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (28.37). CLBAX has a lower initial minimum investment than LOGOX: CLBAX (250) vs LOGOX (5000000). CLBAX annual gain was more profitable for investors over the last year : 20.85 vs. LOGOX (7.94). CLBAX return over 5 years is better than : 37.36 vs. LOGOX (13.04).
| CLBAX | LOGOX | CLBAX / LOGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 14.033 | 10.366 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 50.7M | 465,483% |
| Annual Yield % from dividends | 2.23 | 1.18 | 189% |
| Returns for 1 year | 20.85 | 7.94 | 263% |
| Returns for 3 years | 11.92 | -4.18 | -285% |
| Returns for 5 years | 37.36 | 13.04 | 287% |
| Returns for 10 years | 63.23 | 28.32 | 223% |
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