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AMBFX vs LOGOX
AMBFX vs LOGOX Comparison
Open Charts AMBFX vs LOGOX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Scharf Multi-Asset Opportunity Instl
Price$37.67
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets48.73M
AMBFX vs LOGOX Comparison Chart in %
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AMBFX vs. LOGOX commentary
Sep 09, 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: 259B vs. LOGOX (48.7M). AMBFX pays higher dividends than LOGOX: AMBFX (2.00) vs LOGOX (1.16). 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 : 12.02 vs. LOGOX (4.47). AMBFX return over 5 years is better than : 42.07 vs. LOGOX (14.91).
| 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 | 11.968 | 7.906 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 48.7M | 531,828% |
| Annual Yield % from dividends | 2.00 | 1.16 | 173% |
| Returns for 1 year | 12.02 | 4.47 | 269% |
| Returns for 3 years | 38.02 | 13.31 | 286% |
| Returns for 5 years | 42.07 | 14.91 | 282% |
| Returns for 10 years | 78.92 | 35.50 | 222% |
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