Interact to see
Advertisement
Advertisement
FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Scharf Multi-Asset Opportunity Retail
Price$36.75
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets49.01M
FBONX vs LOGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. LOGBX (49M). FBONX pays higher dividends than LOGBX: FBONX (2.08) vs LOGBX (0.93). FBONX was incepted earlier than LOGBX: FBONX (5 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). FBONX has a lower initial minimum investment than LOGBX: FBONX (250) vs LOGBX (10000). FBONX annual gain was more profitable for investors over the last year : 11.14 vs. LOGBX (4.10).
| FBONX | LOGBX | FBONX / LOGBX | |
| Total Expense Ratio | 0.30 | 1.20 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.40 | 21% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.795 | 5.737 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 49M | 516,327% |
| Annual Yield % from dividends | 2.08 | 0.93 | 223% |
| Returns for 1 year | 11.14 | 4.10 | 272% |
| Returns for 3 years | 33.44 | 7.87 | 425% |
| Returns for 5 years | N/A | 11.91 | - |
| Returns for 10 years | N/A | N/A | - |