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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Scharf Multi-Asset Opportunity Retail
Price$35.40
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets47.64M
FBAFX vs LOGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. LOGBX (47.6M). FBAFX pays higher dividends than LOGBX: FBAFX (2.22) vs LOGBX (0.94). FBAFX was incepted earlier than LOGBX: FBAFX (4 years) vs LOGBX (9 years). LOGBX (1.40) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 4.44 vs. LOGBX (2.73).
| FBAFX | LOGBX | FBAFX / LOGBX | |
| Total Expense Ratio | 0.33 | 1.20 | 28% |
| Annual Report Gross Expense Ratio | 0.33 | 1.40 | 24% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -1.440 | 1.779 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 47.6M | 476,891% |
| Annual Yield % from dividends | 2.22 | 0.94 | 235% |
| Returns for 1 year | 4.44 | 2.73 | 163% |
| Returns for 3 years | 16.56 | 0.54 | 3,041% |
| Returns for 5 years | N/A | 18.42 | - |
| Returns for 10 years | N/A | N/A | - |
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