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CLBFX
Price
$36.02
Change
-$0.33 (-0.91%)
Updated
Nov 15 closing price
LOGBX
Price
$37.55
Change
-$0.12 (-0.32%)
Updated
Nov 15 closing price
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CLBFX vs LOGBX

Header iconCLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBXBanner chart's image
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Retail
Price$37.55
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
CLBFX vs LOGBX Comparison Chart
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CLBFX vs. LOGBX 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 CLBFX is a StrongBuy and LOGBX is a Sell.

FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. LOGBX (50.7M). CLBFX pays higher dividends than LOGBX: CLBFX (2.39) vs LOGBX (0.95). CLBFX was incepted earlier than LOGBX: CLBFX (22 years) vs LOGBX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (28.37). CLBFX has a lower initial minimum investment than LOGBX: CLBFX (250) vs LOGBX (10000). CLBFX annual gain was more profitable for investors over the last year : 21.04 vs. LOGBX (7.67). CLBFX return over 5 years is better than : 38.61 vs. LOGBX (11.84).
CLBFXLOGBXCLBFX / LOGBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years9 years-
Gain YTD14.19610.085141%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets236B50.7M465,483%
Annual Yield % from dividends2.390.95253%
Returns for 1 year21.047.67275%
Returns for 3 years12.47-4.70-265%
Returns for 5 years38.6111.84326%
Returns for 10 years66.57N/A-
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