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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Scharf Multi-Asset Opportunity Retail
Price$38.04
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets49.39M
FBAFX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. LOGBX (49.4M). FBAFX pays higher dividends than LOGBX: FBAFX (1.94) vs LOGBX (0.90). 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 : 10.25 vs. LOGBX (2.46). FBAFX return over 5 years is better than : 44.98 vs. LOGBX (11.72).
| 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 | 16.503 | 10.155 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 49.4M | 544,534% |
| Annual Yield % from dividends | 1.94 | 0.90 | 215% |
| Returns for 1 year | 10.25 | 2.46 | 417% |
| Returns for 3 years | 45.39 | 16.53 | 275% |
| Returns for 5 years | 44.98 | 11.72 | 384% |
| Returns for 10 years | N/A | N/A | - |
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