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FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Scharf Multi-Asset Opportunity Retail
Price$37.23
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets49.73M
FBONX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. LOGBX (49.7M). FBONX pays higher dividends than LOGBX: FBONX (2.10) vs LOGBX (0.92). FBONX was incepted earlier than LOGBX: FBONX (5 years) vs LOGBX (10 years). LOGBX (1.40) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). FBONX has a lower initial minimum investment than LOGBX: FBONX (250) vs LOGBX (10000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. LOGBX (4.74).
| FBONX | LOGBX | FBONX / LOGBX | |
| Total Expense Ratio | 0.30 | 1.20 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.40 | 21% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.205 | 6.799 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49.7M | 511,066% |
| Annual Yield % from dividends | 2.10 | 0.92 | 229% |
| Returns for 1 year | 10.59 | 4.74 | 224% |
| Returns for 3 years | 36.98 | 10.64 | 348% |
| Returns for 5 years | N/A | 15.83 | - |
| Returns for 10 years | N/A | N/A | - |
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