Ad is loading...
FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$34.76
Change-$0.52 (-1.47%)
VolumeN/A
CapitalizationN/A
FBONX vs LOGOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. LOGOX (47.4M). FBONX pays higher dividends than LOGOX: FBONX (2.50) vs LOGOX (1.18). FBONX was incepted earlier than LOGOX: FBONX (4 years) vs LOGOX (12 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (28.37). 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 : 12.79 vs. LOGOX (5.94).
| FBONX | LOGOX | FBONX / LOGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 11.771 | 4.574 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 47.4M | 508,439% |
| Annual Yield % from dividends | 2.50 | 1.18 | 211% |
| Returns for 1 year | 12.79 | 5.94 | 215% |
| Returns for 3 years | 14.13 | -1.28 | -1,101% |
| Returns for 5 years | N/A | 5.71 | - |
| Returns for 10 years | N/A | 25.40 | - |