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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$32.49
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
Scharf Multi-Asset Opportunity Instl
Price$34.75
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets47.32M
BALCX vs LOGOX Comparison Chart
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BALCX vs. LOGOX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 229B vs. LOGOX (47.3M). BALCX pays higher dividends than LOGOX: BALCX (1.28) vs LOGOX (1.19). BALCX was incepted earlier than LOGOX: BALCX (24 years) vs LOGOX (12 years). BALCX (1.32) is less costly to investors than LOGOX (1.15). BALCX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (26.87). BALCX has a lower initial minimum investment than LOGOX: BALCX (250) vs LOGOX (5000000). LOGOX annual gain was more profitable for investors over the last year : 1.83 vs. BALCX (1.59). BALCX return over 5 years is better than : 32.64 vs. LOGOX (21.17).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | 1.32 | 0.95 | 139% |
| Annual Report Gross Expense Ratio | 1.32 | 1.15 | 115% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -2.396 | 0.831 | -288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 47.3M | 484,144% |
| Annual Yield % from dividends | 1.28 | 1.19 | 108% |
| Returns for 1 year | 1.59 | 1.83 | 87% |
| Returns for 3 years | 9.48 | -1.81 | -523% |
| Returns for 5 years | 32.64 | 21.17 | 154% |
| Returns for 10 years | 41.51 | 21.35 | 194% |