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FBAFX vs LOGBX
FBAFX vs LOGBX Comparison
Open Charts FBAFX vs LOGBX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Retail
Price$39.36
Change+$0.42 (+1.08%)
VolumeN/A
Net Assets50.25M
FBAFX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. LOGBX (50.2M). FBAFX pays higher dividends than LOGBX: FBAFX (2.11) vs LOGBX (0.54). 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 (29.46). 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 : 11.64 vs. LOGBX (10.54). FBAFX return over 5 years is better than : 39.18 vs. LOGBX (14.07).
| 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 | 2.481 | 2.553 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.2M | 537,849% |
| Annual Yield % from dividends | 2.11 | 0.54 | 391% |
| Returns for 1 year | 11.64 | 10.54 | 110% |
| Returns for 3 years | 37.86 | 20.16 | 188% |
| Returns for 5 years | 39.18 | 14.07 | 278% |
| Returns for 10 years | N/A | 50.98 | - |
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