Interact to see
Advertisement
Advertisement
FBONX vs LOGBX
FBONX vs LOGBX Comparison
Open Charts FBONX vs LOGBX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Scharf Multi-Asset Opportunity Retail
Price$37.47
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets50.05M
FBONX vs LOGBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. LOGBX (50M). FBONX pays higher dividends than LOGBX: FBONX (2.10) vs LOGBX (0.92). FBONX was incepted earlier than LOGBX: FBONX (5 years) vs LOGBX (9 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 : 8.16 vs. LOGBX (6.72).
| 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 | 9 years | - |
| Gain YTD | 8.208 | 7.487 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50M | 504,000% |
| Annual Yield % from dividends | 2.10 | 0.92 | 229% |
| Returns for 1 year | 8.16 | 6.72 | 121% |
| Returns for 3 years | 37.33 | 12.96 | 288% |
| Returns for 5 years | N/A | 19.86 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement