Ad is loading...
CLBFX vs LOGBX
CLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBX
American Funds American Balanced 529F
Price$34.71
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Retail
Price$36.39
Change-$0.28 (-0.76%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLBFX vs LOGBX Comparison Chart
Loading...
CLBFX 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 CLBFX is a Buy and LOGBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 228B vs. LOGBX (49.4M). 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 : 19.01 vs. LOGBX (6.96). CLBFX return over 5 years is better than : 39.42 vs. LOGBX (13.68).
| CLBFX | LOGBX | CLBFX / LOGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 11.027 | 7.505 | 147% |
| 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 | 2.39 | 0.95 | 253% |
| Returns for 1 year | 19.01 | 6.96 | 273% |
| Returns for 3 years | 10.93 | -5.78 | -189% |
| Returns for 5 years | 39.42 | 13.68 | 288% |
| Returns for 10 years | 64.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers