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CLBFX vs LOGBX
CLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Scharf Multi-Asset Opportunity Retail
Price$35.89
Change-$0.66 (-1.81%)
VolumeN/A
Net Assets49.28M
CLBFX vs LOGBX Comparison Chart
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CLBFX 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 CLBFX is a Hold and LOGBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. LOGBX (49.3M). CLBFX pays higher dividends than LOGBX: CLBFX (2.14) vs LOGBX (0.94). CLBFX was incepted earlier than LOGBX: CLBFX (23 years) vs LOGBX (9 years). LOGBX (1.40) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (26.87). CLBFX has a lower initial minimum investment than LOGBX: CLBFX (250) vs LOGBX (10000). LOGBX annual gain was more profitable for investors over the last year : 4.25 vs. CLBFX (1.49). CLBFX return over 5 years is better than : 49.30 vs. LOGBX (31.84).
| CLBFX | LOGBX | CLBFX / LOGBX | |
| Total Expense Ratio | 0.68 | 1.20 | 57% |
| Annual Report Gross Expense Ratio | 0.68 | 1.40 | 49% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.116 | 4.848 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 49.3M | 476,673% |
| Annual Yield % from dividends | 2.14 | 0.94 | 227% |
| Returns for 1 year | 1.49 | 4.25 | 35% |
| Returns for 3 years | 10.84 | 1.55 | 701% |
| Returns for 5 years | 49.30 | 31.84 | 155% |
| Returns for 10 years | 62.85 | N/A | - |
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