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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
Sep 13, 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 Buy and LOGBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. LOGBX (50.3M). BALCX pays higher dividends than LOGBX: BALCX (1.14) vs LOGBX (0.52). BALCX was incepted earlier than LOGBX: BALCX (26 years) vs LOGBX (11 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). LOGBX (6.08) and BALCX (5.86) have marching annual gain over last year. BALCX return over 5 years is better than : 27.49 vs. LOGBX (7.69).
| BALCX | LOGBX | BALCX / LOGBX | |
| Total Expense Ratio | 1.30 | 1.20 | 108% |
| Annual Report Gross Expense Ratio | 1.30 | 1.41 | 92% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.959 | 5.419 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 50.3M | 566,600% |
| Annual Yield % from dividends | 1.14 | 0.52 | 222% |
| Returns for 1 year | 5.86 | 6.08 | 96% |
| Returns for 3 years | 38.31 | 19.40 | 197% |
| Returns for 5 years | 27.49 | 7.69 | 358% |
| Returns for 10 years | 75.19 | 41.96 | 179% |
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