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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Scharf Multi-Asset Opportunity Instl
Price$37.34
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets49.73M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. LOGOX (49.7M). FBONX pays higher dividends than LOGOX: FBONX (2.10) vs LOGOX (1.16). 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 (26.87). 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 : 10.59 vs. LOGOX (5.02).
| 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 | 9.205 | 6.961 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49.7M | 511,066% |
| Annual Yield % from dividends | 2.10 | 1.16 | 181% |
| Returns for 1 year | 10.59 | 5.02 | 211% |
| Returns for 3 years | 36.98 | 11.17 | 331% |
| Returns for 5 years | N/A | 17.09 | - |
| Returns for 10 years | N/A | 30.06 | - |
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