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CLBFX vs LOGBX
CLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBX
American Funds American Balanced 529F
Price$34.32
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
Scharf Multi-Asset Opportunity Retail
Price$36.08
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets48.44M
CLBFX vs LOGBX Comparison Chart
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CLBFX vs. LOGBX commentary
May 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 Buy and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. LOGBX (48.4M). CLBFX pays higher dividends than LOGBX: CLBFX (2.15) vs LOGBX (0.96). 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 : 7.06 vs. LOGBX (4.08). CLBFX return over 5 years is better than : 41.99 vs. LOGBX (20.08).
| 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 | 0.671 | 2.639 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 48.4M | 485,537% |
| Annual Yield % from dividends | 2.15 | 0.96 | 224% |
| Returns for 1 year | 7.06 | 4.08 | 173% |
| Returns for 3 years | 20.76 | 4.65 | 446% |
| Returns for 5 years | 41.99 | 20.08 | 209% |
| Returns for 10 years | 66.88 | N/A | - |
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