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FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Scharf Multi-Asset Opportunity Retail
Price$37.41
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets48.72M
FBONX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. LOGBX (48.7M). FBONX pays higher dividends than LOGBX: FBONX (1.97) vs LOGBX (0.90). 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 : 9.31 vs. LOGBX (0.33). FBONX return over 5 years is better than : 42.66 vs. LOGBX (10.91).
| 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 | 14.327 | 7.688 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 48.7M | 540,041% |
| Annual Yield % from dividends | 1.97 | 0.90 | 219% |
| Returns for 1 year | 9.31 | 0.33 | 2,863% |
| Returns for 3 years | 42.97 | 14.19 | 303% |
| Returns for 5 years | 42.66 | 10.91 | 391% |
| Returns for 10 years | N/A | N/A | - |
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