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AMBFX vs LOGBX
AMBFX vs LOGBX Comparison
Open Charts AMBFX vs LOGBX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Scharf Multi-Asset Opportunity Retail
Price$37.07
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets49.66M
AMBFX vs LOGBX Comparison Chart
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AMBFX vs. LOGBX commentary
Jun 16, 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: 244B vs. LOGBX (49.7M). AMBFX pays higher dividends than LOGBX: AMBFX (2.13) vs LOGBX (0.94). AMBFX was incepted earlier than LOGBX: AMBFX (17 years) vs LOGBX (9 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 (5.53) and LOGBX (5.46) have marching annual gain over last year. AMBFX return over 5 years is better than : 39.71 vs. LOGBX (20.34).
| 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 | 9 years | - |
| Gain YTD | 4.541 | 6.340 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 49.7M | 490,946% |
| Annual Yield % from dividends | 2.13 | 0.94 | 227% |
| Returns for 1 year | 5.53 | 5.46 | 101% |
| Returns for 3 years | 33.47 | 14.02 | 239% |
| Returns for 5 years | 39.71 | 20.34 | 195% |
| Returns for 10 years | 59.88 | N/A | - |
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