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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Scharf Multi-Asset Opportunity Retail
Price$37.47
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets50.05M
FBAFX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. LOGBX (50M). FBAFX pays higher dividends than LOGBX: FBAFX (2.06) vs LOGBX (0.92). FBAFX was incepted earlier than LOGBX: FBAFX (5 years) vs LOGBX (9 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 : 8.12 vs. LOGBX (6.72).
| 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 | 9 years | - |
| Gain YTD | 8.217 | 7.487 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50M | 504,000% |
| Annual Yield % from dividends | 2.06 | 0.92 | 225% |
| Returns for 1 year | 8.12 | 6.72 | 121% |
| Returns for 3 years | 37.19 | 12.96 | 287% |
| Returns for 5 years | N/A | 19.86 | - |
| Returns for 10 years | N/A | N/A | - |
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