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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Scharf Multi-Asset Opportunity Instl
Price$37.17
Change-$0.17 (-0.46%)
VolumeN/A
Net Assets49.66M
FBAFX vs LOGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. LOGOX (49.7M). FBAFX pays higher dividends than LOGOX: FBAFX (2.14) vs LOGOX (1.19). FBAFX was incepted earlier than LOGOX: FBAFX (5 years) vs LOGOX (12 years). LOGOX (1.15) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). FBAFX has a lower initial minimum investment than LOGOX: FBAFX (250) vs LOGOX (5000000). LOGOX (5.75) and FBAFX (5.57) have marching annual gain over last year.
| FBAFX | LOGOX | FBAFX / LOGOX | |
| Total Expense Ratio | 0.34 | 0.95 | 36% |
| Annual Report Gross Expense Ratio | 0.34 | 1.15 | 30% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 4.578 | 6.474 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 49.7M | 490,946% |
| Annual Yield % from dividends | 2.14 | 1.19 | 180% |
| Returns for 1 year | 5.57 | 5.75 | 97% |
| Returns for 3 years | 34.68 | 14.60 | 238% |
| Returns for 5 years | N/A | 21.65 | - |
| Returns for 10 years | N/A | 28.76 | - |
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