Interact to see
Advertisement
Advertisement
FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Scharf Multi-Asset Opportunity Retail
Price$37.00
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets48.17M
FBAFX vs LOGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. LOGBX (48.2M). FBAFX pays higher dividends than LOGBX: FBAFX (2.04) vs LOGBX (0.93). FBAFX was incepted earlier than LOGBX: FBAFX (5 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). FBAFX has a lower initial minimum investment than LOGBX: FBAFX (250) vs LOGBX (10000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. LOGBX (2.86).
| FBAFX | LOGBX | FBAFX / LOGBX | |
| Total Expense Ratio | 0.34 | 1.20 | 28% |
| Annual Report Gross Expense Ratio | 0.34 | 1.40 | 24% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.918 | 6.139 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 48.2M | 531,120% |
| Annual Yield % from dividends | 2.04 | 0.93 | 219% |
| Returns for 1 year | 8.23 | 2.86 | 288% |
| Returns for 3 years | 31.57 | 5.38 | 587% |
| Returns for 5 years | N/A | 12.53 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement