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CLBFX vs LOGBX
CLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Scharf Multi-Asset Opportunity Retail
Price$36.77
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets49.09M
CLBFX vs LOGBX Comparison Chart
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CLBFX vs. LOGBX commentary
Jun 07, 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 Buy and LOGBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. LOGBX (49.1M). CLBFX pays higher dividends than LOGBX: CLBFX (2.07) 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 (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). 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 : 7.27 vs. LOGBX (3.95). CLBFX return over 5 years is better than : 37.68 vs. LOGBX (15.14).
| CLBFX | LOGBX | CLBFX / LOGBX | |
| Total Expense Ratio | 0.67 | 1.20 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.40 | 48% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.778 | 5.077 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 49.1M | 494,908% |
| Annual Yield % from dividends | 2.07 | 0.94 | 220% |
| Returns for 1 year | 7.27 | 3.95 | 184% |
| Returns for 3 years | 24.09 | 5.56 | 433% |
| Returns for 5 years | 37.68 | 15.14 | 249% |
| Returns for 10 years | 75.37 | N/A | - |
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