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AMBFX vs LOGBX
AMBFX vs LOGBX Comparison
Open Charts AMBFX vs LOGBX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Scharf Multi-Asset Opportunity Retail
Price$37.50
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets48.73M
AMBFX vs LOGBX Comparison Chart in %
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AMBFX vs. LOGBX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMBFX is a Buy and LOGBX is a Hold.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. LOGBX (48.7M). AMBFX pays higher dividends than LOGBX: AMBFX (2.00) vs LOGBX (0.92). AMBFX was incepted earlier than LOGBX: AMBFX (17 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). AMBFX has a lower initial minimum investment than LOGBX: AMBFX (250) vs LOGBX (10000). AMBFX annual gain was more profitable for investors over the last year : 10.22 vs. LOGBX (3.22). AMBFX return over 5 years is better than : 41.12 vs. LOGBX (13.79).
| AMBFX | LOGBX | AMBFX / LOGBX | |
| Total Expense Ratio | 0.35 | 1.20 | 29% |
| Annual Report Gross Expense Ratio | 0.35 | 1.40 | 25% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 11.528 | 7.544 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 48.7M | 531,828% |
| Annual Yield % from dividends | 2.00 | 0.92 | 218% |
| Returns for 1 year | 10.22 | 3.22 | 317% |
| Returns for 3 years | 40.75 | 14.82 | 275% |
| Returns for 5 years | 41.12 | 13.79 | 298% |
| Returns for 10 years | 77.69 | N/A | - |
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