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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Scharf Multi-Asset Opportunity Retail
Price$36.77
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets49.09M
FBAFX vs LOGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. LOGBX (49.1M). FBAFX pays higher dividends than LOGBX: FBAFX (2.14) vs LOGBX (0.94). FBAFX was incepted earlier than LOGBX: FBAFX (5 years) vs LOGBX (9 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 : 7.40 vs. LOGBX (3.95).
| 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 | 9 years | - |
| Gain YTD | 4.817 | 5.077 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 49.1M | 494,908% |
| Annual Yield % from dividends | 2.14 | 0.94 | 228% |
| Returns for 1 year | 7.40 | 3.95 | 187% |
| Returns for 3 years | 24.45 | 5.56 | 439% |
| Returns for 5 years | N/A | 15.14 | - |
| Returns for 10 years | N/A | N/A | - |
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