Interact to see
Advertisement
Advertisement
FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$40.01
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets271.11B
Scharf Multi-Asset Opportunity Instl
Price$38.56
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets49.41M
FBONX vs LOGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 271B vs. LOGOX (49.4M). FBONX pays higher dividends than LOGOX: FBONX (1.93) vs LOGOX (1.13). FBONX was incepted earlier than LOGOX: FBONX (5 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). FBONX has a lower initial minimum investment than LOGOX: FBONX (250) vs LOGOX (5000000). FBONX annual gain was more profitable for investors over the last year : 11.25 vs. LOGOX (1.07). FBONX return over 5 years is better than : 44.96 vs. LOGOX (13.47).
| FBONX | LOGOX | FBONX / LOGOX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 17.831 | 10.455 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 49.4M | 548,583% |
| Annual Yield % from dividends | 1.93 | 1.13 | 171% |
| Returns for 1 year | 11.25 | 1.07 | 1,054% |
| Returns for 3 years | 46.60 | 16.33 | 285% |
| Returns for 5 years | 44.96 | 13.47 | 334% |
| Returns for 10 years | N/A | 33.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement