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CLBCX vs LOGBX
CLBCX vs LOGBX Comparison
Open Charts CLBCX vs LOGBX
American Funds American Balanced 529C
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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CLBCX vs LOGBX Comparison Chart
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CLBCX 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 CLBCX is a Buy and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 228B vs. LOGBX (49.4M). CLBCX pays higher dividends than LOGBX: CLBCX (1.52) vs LOGBX (0.95). CLBCX was incepted earlier than LOGBX: CLBCX (23 years) vs LOGBX (9 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (28.37). CLBCX has a lower initial minimum investment than LOGBX: CLBCX (250) vs LOGBX (10000). CLBCX annual gain was more profitable for investors over the last year : 17.88 vs. LOGBX (6.96). CLBCX return over 5 years is better than : 33.04 vs. LOGBX (13.68).
| CLBCX | LOGBX | CLBCX / 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 | 10.298 | 7.505 | 137% |
| 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 | 1.52 | 0.95 | 161% |
| Returns for 1 year | 17.88 | 6.96 | 257% |
| Returns for 3 years | 7.90 | -5.78 | -137% |
| Returns for 5 years | 33.04 | 13.68 | 241% |
| Returns for 10 years | 49.48 | N/A | - |