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AMBFX vs LOGOX
AMBFX vs LOGOX Comparison
Open Charts AMBFX vs LOGOX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Scharf Multi-Asset Opportunity Instl
Price$37.11
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets48.17M
AMBFX vs LOGOX Comparison Chart in %
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AMBFX vs. LOGOX commentary
Aug 18, 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 LOGOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. LOGOX (48.2M). AMBFX pays higher dividends than LOGOX: AMBFX (2.03) vs LOGOX (1.18). AMBFX was incepted earlier than LOGOX: AMBFX (17 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). AMBFX has a lower initial minimum investment than LOGOX: AMBFX (250) vs LOGOX (5000000). AMBFX annual gain was more profitable for investors over the last year : 8.22 vs. LOGOX (3.11). AMBFX return over 5 years is better than : 39.42 vs. LOGOX (13.73).
| AMBFX | LOGOX | AMBFX / LOGOX | |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 1.15 | 30% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 9.884 | 6.302 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 48.2M | 531,120% |
| Annual Yield % from dividends | 2.03 | 1.18 | 172% |
| Returns for 1 year | 8.22 | 3.11 | 264% |
| Returns for 3 years | 30.33 | 5.88 | 516% |
| Returns for 5 years | 39.42 | 13.73 | 287% |
| Returns for 10 years | 68.52 | 27.61 | 248% |
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