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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Instl
Price$36.45
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
BALCX vs LOGOX Comparison Chart
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BALCX vs. LOGOX commentary
Feb 23, 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 Hold and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. LOGOX (50M). BALCX pays higher dividends than LOGOX: BALCX (1.59) vs LOGOX (1.18). BALCX was incepted earlier than LOGOX: BALCX (24 years) vs LOGOX (12 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (28.37). 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 : 8.38 vs. LOGOX (5.15). BALCX return over 5 years is better than : 26.14 vs. LOGOX (11.09).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.790 | 4.411 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 1.59 | 1.18 | 134% |
| Returns for 1 year | 8.38 | 5.15 | 163% |
| Returns for 3 years | 15.69 | 4.49 | 350% |
| Returns for 5 years | 26.14 | 11.09 | 236% |
| Returns for 10 years | 46.66 | 26.15 | 178% |
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