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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$38.32
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Scharf Multi-Asset Opportunity Instl
Price$38.32
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets49.58M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Sep 17, 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: 263B vs. LOGOX (49.6M). BALCX (1.16) and LOGOX (1.16) 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 : 8.90 vs. LOGOX (3.52). BALCX return over 5 years is better than : 38.50 vs. LOGOX (15.83).
| 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 | 12.837 | 9.596 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 49.6M | 530,242% |
| Annual Yield % from dividends | 1.16 | 1.16 | 100% |
| Returns for 1 year | 8.90 | 3.52 | 253% |
| Returns for 3 years | 40.59 | 18.92 | 214% |
| Returns for 5 years | 38.50 | 15.83 | 243% |
| Returns for 10 years | 71.68 | 37.76 | 190% |
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