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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$39.61
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets271.11B
Scharf Multi-Asset Opportunity Instl
Price$38.56
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets49.41M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Dec 01, 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 StrongBuy and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 271B vs. LOGOX (49.4M). LOGOX (1.13) and BALCX (1.08) 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 : 10.05 vs. LOGOX (1.07). BALCX return over 5 years is better than : 36.71 vs. LOGOX (13.47).
| 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 | 16.754 | 10.455 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 49.4M | 548,583% |
| Annual Yield % from dividends | 1.08 | 1.13 | 96% |
| Returns for 1 year | 10.05 | 1.07 | 942% |
| Returns for 3 years | 41.60 | 16.33 | 255% |
| Returns for 5 years | 36.71 | 13.47 | 272% |
| Returns for 10 years | 67.45 | 33.06 | 204% |
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