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BALCX vs LOGBX
BALCX vs LOGBX Comparison
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BALCX vs LOGBX Comparison Chart in %
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BALCX vs. LOGBX commentary
Jun 04, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. LOGBX (49.9M). 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 : 16.84 vs. LOGBX (9.37). BALCX return over 5 years is better than : 31.27 vs. LOGBX (5.58).
| BALCX | LOGBX | BALCX / LOGBX | |
| Total Expense Ratio | 1.30 | 1.20 | 108% |
| Annual Report Gross Expense Ratio | 1.30 | 1.41 | 92% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 9.372 | 3.700 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 49.9M | 559,118% |
| Annual Yield % from dividends | 1.16 | 0.54 | 217% |
| Returns for 1 year | 16.84 | 9.37 | 180% |
| Returns for 3 years | 42.32 | 21.00 | 202% |
| Returns for 5 years | 31.27 | 5.58 | 561% |
| Returns for 10 years | 77.17 | 42.75 | 181% |
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