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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.75
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets50.89M
FBAFX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. LOGOX (50.9M). FBAFX pays higher dividends than LOGOX: FBAFX (2.16) vs LOGOX (0.77). FBAFX was incepted earlier than LOGOX: FBAFX (5 years) vs LOGOX (13 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 (29.46). FBAFX has a lower initial minimum investment than LOGOX: FBAFX (250) vs LOGOX (5000000). FBAFX (14.56) and LOGOX (14.43) have marching annual gain over last year. FBAFX return over 5 years is better than : 40.24 vs. LOGOX (16.40).
| 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 | 13 years | - |
| Gain YTD | 2.347 | 3.381 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.9M | 530,452% |
| Annual Yield % from dividends | 2.16 | 0.77 | 282% |
| Returns for 1 year | 14.56 | 14.43 | 101% |
| Returns for 3 years | 38.84 | 21.75 | 179% |
| Returns for 5 years | 40.24 | 16.40 | 245% |
| Returns for 10 years | N/A | 55.75 | - |
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