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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Instl
Price$36.45
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
FBONX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. LOGOX (50M). 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 : 9.52 vs. LOGOX (5.15).
| 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 | 2.913 | 4.411 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 2.50 | 1.18 | 211% |
| Returns for 1 year | 9.52 | 5.15 | 185% |
| Returns for 3 years | 20.16 | 4.49 | 449% |
| Returns for 5 years | N/A | 11.09 | - |
| Returns for 10 years | N/A | 26.15 | - |
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