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CLBFX vs LOGOX
CLBFX vs LOGOX Comparison
Open Charts CLBFX vs LOGOX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
Scharf Multi-Asset Opportunity Instl
Price$36.75
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets48.68M
CLBFX vs LOGOX Comparison Chart in %
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CLBFX vs. LOGOX commentary
Aug 09, 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 LOGOX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. LOGOX (48.7M). CLBFX pays higher dividends than LOGOX: CLBFX (1.97) vs LOGOX (1.18). CLBFX was incepted earlier than LOGOX: CLBFX (23 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). CLBFX has a lower initial minimum investment than LOGOX: CLBFX (250) vs LOGOX (5000000). CLBFX annual gain was more profitable for investors over the last year : 10.27 vs. LOGOX (3.34). CLBFX return over 5 years is better than : 39.97 vs. LOGOX (12.03).
| CLBFX | LOGOX | CLBFX / LOGOX | |
| Total Expense Ratio | 0.67 | 0.95 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 1.15 | 58% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 9.023 | 4.898 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 48.7M | 519,507% |
| Annual Yield % from dividends | 1.97 | 1.18 | 167% |
| Returns for 1 year | 10.27 | 3.34 | 307% |
| Returns for 3 years | 33.41 | 7.19 | 464% |
| Returns for 5 years | 39.97 | 12.03 | 332% |
| Returns for 10 years | 80.95 | 26.65 | 304% |
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