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FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Scharf Multi-Asset Opportunity Retail
Price$35.40
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets47.64M
FBONX vs LOGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. LOGBX (47.6M). FBONX pays higher dividends than LOGBX: FBONX (2.26) vs LOGBX (0.94). FBONX was incepted earlier than LOGBX: FBONX (4 years) vs LOGBX (9 years). LOGBX (1.40) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 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 : 4.45 vs. LOGBX (2.73).
| FBONX | LOGBX | FBONX / LOGBX | |
| Total Expense Ratio | 0.30 | 1.20 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.40 | 21% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -1.458 | 1.779 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 47.6M | 476,891% |
| Annual Yield % from dividends | 2.26 | 0.94 | 239% |
| Returns for 1 year | 4.45 | 2.73 | 163% |
| Returns for 3 years | 16.68 | 0.54 | 3,063% |
| Returns for 5 years | N/A | 18.42 | - |
| Returns for 10 years | N/A | N/A | - |
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