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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$34.26
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$34.76
Change-$0.52 (-1.47%)
VolumeN/A
CapitalizationN/A
FBAFX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. LOGOX (47.4M). FBAFX pays higher dividends than LOGOX: FBAFX (2.47) vs LOGOX (1.18). FBAFX was incepted earlier than LOGOX: FBAFX (4 years) vs LOGOX (12 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (28.37). 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 : 12.73 vs. LOGOX (5.94).
| FBAFX | LOGOX | FBAFX / LOGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 11.739 | 4.574 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 47.4M | 508,439% |
| Annual Yield % from dividends | 2.47 | 1.18 | 209% |
| Returns for 1 year | 12.73 | 5.94 | 214% |
| Returns for 3 years | 14.03 | -1.28 | -1,094% |
| Returns for 5 years | N/A | 5.71 | - |
| Returns for 10 years | N/A | 25.40 | - |
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