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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$38.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets263.25B
Scharf Multi-Asset Opportunity Instl
Price$38.32
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets49.58M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. LOGOX (49.6M). FBONX pays higher dividends than LOGOX: FBONX (2.05) vs LOGOX (1.16). 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 : 10.17 vs. LOGOX (3.52).
| 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 | 13 years | - |
| Gain YTD | 13.767 | 9.596 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 49.6M | 530,242% |
| Annual Yield % from dividends | 2.05 | 1.16 | 177% |
| Returns for 1 year | 10.17 | 3.52 | 289% |
| Returns for 3 years | 45.68 | 18.92 | 241% |
| Returns for 5 years | N/A | 15.83 | - |
| Returns for 10 years | N/A | 37.76 | - |
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