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FBONX vs LOGOX
FBONX vs LOGOX Comparison
Open Charts FBONX vs LOGOX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Scharf Multi-Asset Opportunity Instl
Price$38.18
Change-$0.36 (-0.93%)
VolumeN/A
Net Assets49.39M
FBONX vs LOGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. LOGOX (49.4M). FBONX pays higher dividends than LOGOX: FBONX (1.97) vs LOGOX (1.14). 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 : 9.08 vs. LOGOX (2.74). FBONX return over 5 years is better than : 43.48 vs. LOGOX (12.90).
| 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 | 15.092 | 10.398 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 49.4M | 544,534% |
| Annual Yield % from dividends | 1.97 | 1.14 | 173% |
| Returns for 1 year | 9.08 | 2.74 | 331% |
| Returns for 3 years | 44.58 | 17.09 | 261% |
| Returns for 5 years | 43.48 | 12.90 | 337% |
| Returns for 10 years | N/A | 37.12 | - |
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