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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Scharf Multi-Asset Opportunity Instl
Price$34.75
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets47.32M
FBAFX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 229B vs. LOGOX (47.3M). FBAFX pays higher dividends than LOGOX: FBAFX (2.22) vs LOGOX (1.19). FBAFX was incepted earlier than LOGOX: FBAFX (4 years) vs LOGOX (12 years). LOGOX (1.15) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 2.58 vs. LOGOX (1.83).
| FBAFX | LOGOX | FBAFX / LOGOX | |
| Total Expense Ratio | 0.33 | 0.95 | 35% |
| Annual Report Gross Expense Ratio | 0.33 | 1.15 | 29% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -2.142 | 0.831 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 47.3M | 484,144% |
| Annual Yield % from dividends | 2.22 | 1.19 | 186% |
| Returns for 1 year | 2.58 | 1.83 | 141% |
| Returns for 3 years | 13.46 | -1.81 | -742% |
| Returns for 5 years | N/A | 21.17 | - |
| Returns for 10 years | N/A | 21.35 | - |
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