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FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Scharf Multi-Asset Opportunity Retail
Price$38.61
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets49.47M
FBONX vs LOGBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. LOGBX (49.5M). FBONX pays higher dividends than LOGBX: FBONX (1.93) vs LOGBX (0.89). 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 (29.46). 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 : 10.92 vs. LOGBX (3.84). FBONX return over 5 years is better than : 44.69 vs. LOGBX (14.70).
| 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 | 18.538 | 10.843 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 49.5M | 543,434% |
| Annual Yield % from dividends | 1.93 | 0.89 | 217% |
| Returns for 1 year | 10.92 | 3.84 | 284% |
| Returns for 3 years | 45.83 | 15.33 | 299% |
| Returns for 5 years | 44.69 | 14.70 | 304% |
| Returns for 10 years | N/A | N/A | - |
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