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CLBFX vs LOGBX
CLBFX vs LOGBX Comparison
Open Charts CLBFX vs LOGBX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Retail
Price$36.38
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
CLBFX vs LOGBX Comparison Chart
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CLBFX vs. LOGBX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. LOGBX (50M). 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 : 9.36 vs. LOGBX (4.86). CLBFX return over 5 years is better than : 32.87 vs. LOGBX (9.90).
| 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 | 2.894 | 4.360 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 2.39 | 0.95 | 253% |
| Returns for 1 year | 9.36 | 4.86 | 193% |
| Returns for 3 years | 19.64 | 3.96 | 496% |
| Returns for 5 years | 32.87 | 9.90 | 332% |
| Returns for 10 years | 68.67 | N/A | - |
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