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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$37.62
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Scharf Multi-Asset Opportunity Retail
Price$37.44
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets48.41M
FBAFX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. LOGBX (48.4M). FBAFX pays higher dividends than LOGBX: FBAFX (2.04) vs LOGBX (0.93). FBAFX was incepted earlier than LOGBX: FBAFX (5 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). FBAFX has a lower initial minimum investment than LOGBX: FBAFX (250) vs LOGBX (10000). FBAFX annual gain was more profitable for investors over the last year : 7.99 vs. LOGBX (1.98).
| FBAFX | LOGBX | FBAFX / LOGBX | |
| Total Expense Ratio | 0.34 | 1.20 | 28% |
| Annual Report Gross Expense Ratio | 0.34 | 1.40 | 24% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 10.388 | 7.315 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 48.4M | 526,860% |
| Annual Yield % from dividends | 2.04 | 0.93 | 219% |
| Returns for 1 year | 7.99 | 1.98 | 405% |
| Returns for 3 years | 38.30 | 12.82 | 299% |
| Returns for 5 years | N/A | 12.23 | - |
| Returns for 10 years | N/A | N/A | - |
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