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$36.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Scharf Multi-Asset Opportunity Retail
Price$37.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets49.81M
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: 251B vs. LOGBX (49.8M). FBONX pays higher dividends than LOGBX: FBONX (2.10) vs LOGBX (0.92). FBONX was incepted earlier than LOGBX: FBONX (5 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: 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 : 6.99 vs. LOGBX (5.79).
| 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 | 9 years | - |
| Gain YTD | 7.533 | 6.971 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 49.8M | 504,016% |
| Annual Yield % from dividends | 2.10 | 0.92 | 229% |
| Returns for 1 year | 6.99 | 5.79 | 121% |
| Returns for 3 years | 36.29 | 11.99 | 303% |
| Returns for 5 years | N/A | 19.81 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement