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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Scharf Multi-Asset Opportunity Instl
Price$34.75
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets47.32M
FBONX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 229B vs. LOGOX (47.3M). FBONX pays higher dividends than LOGOX: FBONX (2.26) vs LOGOX (1.19). FBONX was incepted earlier than LOGOX: FBONX (4 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: 171.00 vs. LOGOX (26.87). FBONX has a lower initial minimum investment than LOGOX: FBONX (250) vs LOGOX (5000000). LOGOX annual gain was more profitable for investors over the last year : -3.12 vs. FBONX (-3.30).
| FBONX | LOGOX | FBONX / LOGOX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -6.897 | -2.950 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 47.3M | 484,144% |
| Annual Yield % from dividends | 2.26 | 1.19 | 189% |
| Returns for 1 year | -3.30 | -3.12 | 106% |
| Returns for 3 years | 7.03 | -6.13 | -115% |
| Returns for 5 years | N/A | 16.63 | - |
| Returns for 10 years | N/A | 16.24 | - |
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