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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.45
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets50.25M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. LOGOX (50.2M). FBONX pays higher dividends than LOGOX: FBONX (2.14) vs LOGOX (0.75). FBONX was incepted earlier than LOGOX: FBONX (5 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (29.46). FBONX has a lower initial minimum investment than LOGOX: FBONX (250) vs LOGOX (5000000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. LOGOX (10.84). FBONX return over 5 years is better than : 39.41 vs. LOGOX (15.30).
| FBONX | LOGOX | FBONX / LOGOX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 2.481 | 2.601 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.2M | 537,849% |
| Annual Yield % from dividends | 2.14 | 0.75 | 287% |
| Returns for 1 year | 11.66 | 10.84 | 108% |
| Returns for 3 years | 37.96 | 21.12 | 180% |
| Returns for 5 years | 39.41 | 15.30 | 258% |
| Returns for 10 years | N/A | 54.24 | - |
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