Ad is loading...
FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Scharf Multi-Asset Opportunity Retail
Price$35.89
Change-$0.66 (-1.81%)
VolumeN/A
Net Assets49.28M
FBONX vs LOGBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. LOGBX (49.3M). 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). LOGBX annual gain was more profitable for investors over the last year : 4.25 vs. FBONX (1.65).
| 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 | -2.102 | 4.848 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 49.3M | 476,673% |
| Annual Yield % from dividends | 2.26 | 0.94 | 239% |
| Returns for 1 year | 1.65 | 4.25 | 39% |
| Returns for 3 years | 11.28 | 1.55 | 730% |
| Returns for 5 years | N/A | 31.84 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALSRX | 14.27 | N/A | N/A |
| Alger Small Cap Growth Institutional I | |||
| BRXSX | 13.75 | N/A | N/A |
| MFS Blended Research Intl Eq R2 | |||
| DGEYX | 20.42 | N/A | N/A |
| BNY Mellon Global Emerging Mkts - Y | |||
| GAOTX | 20.20 | N/A | N/A |
| JPMorgan Global Allocation R3 | |||
| CBFFX | 36.62 | -0.68 | -1.82% |
| American Funds Global Balanced 529F1 | |||