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FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Retail
Price$36.38
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
FBONX vs LOGBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. LOGBX (50M). FBONX pays higher dividends than LOGBX: FBONX (2.50) vs LOGBX (0.95). FBONX was incepted earlier than LOGBX: FBONX (4 years) vs LOGBX (9 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (28.37). 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 : 9.52 vs. LOGBX (4.86).
| FBONX | LOGBX | FBONX / LOGBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 2.913 | 4.360 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 2.50 | 0.95 | 264% |
| Returns for 1 year | 9.52 | 4.86 | 196% |
| Returns for 3 years | 20.16 | 3.96 | 509% |
| Returns for 5 years | N/A | 9.90 | - |
| Returns for 10 years | N/A | N/A | - |
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