BALCX
Price
$40.42
Change
-$0.14 (-0.35%)
Updated
Jun 22 closing price
Net Assets
287.61B
LOGBX
Price
$38.33
Change
-$0.25 (-0.65%)
Updated
Jun 22 closing price
Net Assets
48.01M
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BALCX vs LOGBX

BALCX vs LOGBX Comparison Chart in %
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BALCX vs. LOGBX commentary
Jun 24, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Hold and LOGBX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. LOGBX (48M). BALCX pays higher dividends than LOGBX: BALCX (1.16) vs LOGBX (0.54). BALCX was incepted earlier than LOGBX: BALCX (25 years) vs LOGBX (10 years). LOGBX (1.41) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. LOGBX (29.46). BALCX has a lower initial minimum investment than LOGBX: BALCX (250) vs LOGBX (10000). BALCX annual gain was more profitable for investors over the last year : 15.81 vs. LOGBX (5.55). BALCX return over 5 years is better than : 31.93 vs. LOGBX (3.51).
BALCXLOGBXBALCX / LOGBX
Total Expense Ratio1.301.20108%
Annual Report Gross Expense Ratio1.301.4192%
Fund Existence25 years10 years-
Gain YTD9.0110.5211,729%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets288B48M600,000%
Annual Yield % from dividends1.160.54217%
Returns for 1 year15.815.55285%
Returns for 3 years41.1116.15254%
Returns for 5 years31.933.51909%
Returns for 10 years80.4341.71193%
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