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FBAFX vs LOGOX
FBAFX vs LOGOX Comparison
Open Charts FBAFX vs LOGOX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Scharf Multi-Asset Opportunity Instl
Price$37.57
Change+$0.26 (+0.70%)
VolumeN/A
Net Assets50.05M
FBAFX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. LOGOX (50M). FBAFX pays higher dividends than LOGOX: FBAFX (2.06) vs LOGOX (1.16). 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 (26.87). FBAFX has a lower initial minimum investment than LOGOX: FBAFX (250) vs LOGOX (5000000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. LOGOX (6.98).
| 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 | 8.217 | 7.620 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50M | 504,000% |
| Annual Yield % from dividends | 2.06 | 1.16 | 178% |
| Returns for 1 year | 8.12 | 6.98 | 116% |
| Returns for 3 years | 37.19 | 13.51 | 275% |
| Returns for 5 years | N/A | 21.13 | - |
| Returns for 10 years | N/A | 31.97 | - |
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