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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.75
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets50.89M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. LOGOX (50.9M). FBONX pays higher dividends than LOGOX: FBONX (2.19) vs LOGOX (0.77). 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 (14.57) and LOGOX (14.43) have marching annual gain over last year. FBONX return over 5 years is better than : 40.47 vs. LOGOX (16.40).
| 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 | 2.348 | 3.381 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.9M | 530,452% |
| Annual Yield % from dividends | 2.19 | 0.77 | 286% |
| Returns for 1 year | 14.57 | 14.43 | 101% |
| Returns for 3 years | 38.94 | 21.75 | 179% |
| Returns for 5 years | 40.47 | 16.40 | 247% |
| Returns for 10 years | N/A | 55.75 | - |
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