Interact to see
Advertisement
Advertisement
BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Scharf Multi-Asset Opportunity Instl
Price$39.24
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets50.6M
BALCX vs LOGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. LOGOX commentary
Oct 09, 2025
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 LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. LOGOX (50.6M). BALCX (1.12) and LOGOX (1.12) have matching dividends . BALCX was incepted earlier than LOGOX: BALCX (25 years) vs LOGOX (13 years). BALCX (1.31) is less costly to investors than LOGOX (1.15). BALCX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). BALCX has a lower initial minimum investment than LOGOX: BALCX (250) vs LOGOX (5000000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. LOGOX (6.16). BALCX return over 5 years is better than : 38.19 vs. LOGOX (17.48).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 1.15 | 114% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 14.307 | 12.031 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 50.6M | 525,692% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | 9.12 | 6.16 | 148% |
| Returns for 3 years | 48.69 | 27.80 | 175% |
| Returns for 5 years | 38.19 | 17.48 | 218% |
| Returns for 10 years | 69.62 | 39.06 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement