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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Scharf Multi-Asset Opportunity Instl
Price$36.86
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets49.09M
FBAFX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. LOGOX (49.1M). FBAFX pays higher dividends than LOGOX: FBAFX (2.14) vs LOGOX (1.19). FBAFX was incepted earlier than LOGOX: FBAFX (5 years) vs LOGOX (12 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 : 7.40 vs. LOGOX (4.20).
| 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 | 12 years | - |
| Gain YTD | 4.817 | 5.185 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 49.1M | 494,908% |
| Annual Yield % from dividends | 2.14 | 1.19 | 180% |
| Returns for 1 year | 7.40 | 4.20 | 176% |
| Returns for 3 years | 24.45 | 6.09 | 401% |
| Returns for 5 years | N/A | 16.37 | - |
| Returns for 10 years | N/A | 28.03 | - |
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