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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$34.76
Change-$0.52 (-1.47%)
VolumeN/A
CapitalizationN/A
BALCX vs LOGOX Comparison Chart
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BALCX vs. LOGOX commentary
Dec 19, 2024
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 StrongBuy and LOGOX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. LOGOX (47.4M). 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 : 11.89 vs. LOGOX (5.94). BALCX return over 5 years is better than : 28.93 vs. LOGOX (5.71).
| 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 | 10.937 | 4.574 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 47.4M | 508,439% |
| Annual Yield % from dividends | 1.59 | 1.18 | 134% |
| Returns for 1 year | 11.89 | 5.94 | 200% |
| Returns for 3 years | 10.17 | -1.28 | -793% |
| Returns for 5 years | 28.93 | 5.71 | 507% |
| Returns for 10 years | 40.96 | 25.40 | 161% |
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