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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Scharf Multi-Asset Opportunity Instl
Price$37.28
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets49.38M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. LOGOX (49.4M). FBONX pays higher dividends than LOGOX: FBONX (2.18) vs LOGOX (1.19). FBONX was incepted earlier than LOGOX: FBONX (5 years) vs LOGOX (12 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 : 7.71 vs. LOGOX (5.52).
| 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 | 12 years | - |
| Gain YTD | 6.887 | 6.159 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.4M | 502,024% |
| Annual Yield % from dividends | 2.18 | 1.19 | 184% |
| Returns for 1 year | 7.71 | 5.52 | 139% |
| Returns for 3 years | 34.91 | 11.28 | 310% |
| Returns for 5 years | N/A | 21.13 | - |
| Returns for 10 years | N/A | 29.92 | - |
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