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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Scharf Multi-Asset Opportunity Instl
Price$37.47
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets48.41M
FBAFX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. LOGOX (48.4M). FBAFX pays higher dividends than LOGOX: FBAFX (2.04) vs LOGOX (1.18). FBAFX was incepted earlier than LOGOX: FBAFX (5 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). FBAFX has a lower initial minimum investment than LOGOX: FBAFX (250) vs LOGOX (5000000). FBAFX annual gain was more profitable for investors over the last year : 7.54 vs. LOGOX (1.77).
| FBAFX | LOGOX | FBAFX / LOGOX | |
| Total Expense Ratio | 0.34 | 0.95 | 36% |
| Annual Report Gross Expense Ratio | 0.34 | 1.15 | 30% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 10.388 | 6.932 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 48.4M | 526,860% |
| Annual Yield % from dividends | 2.04 | 1.18 | 173% |
| Returns for 1 year | 7.54 | 1.77 | 426% |
| Returns for 3 years | 36.57 | 11.73 | 312% |
| Returns for 5 years | N/A | 12.82 | - |
| Returns for 10 years | N/A | 33.12 | - |
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