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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$36.12
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets247.64B
Scharf Multi-Asset Opportunity Instl
Price$37.28
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets49.38M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Jun 27, 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: 248B vs. LOGOX (49.4M). BALCX (1.24) and LOGOX (1.19) have matching dividends . BALCX was incepted earlier than LOGOX: BALCX (24 years) vs LOGOX (12 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 : 6.55 vs. LOGOX (5.52). BALCX return over 5 years is better than : 38.33 vs. LOGOX (21.13).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 1.15 | 114% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 6.359 | 6.159 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.4M | 502,024% |
| Annual Yield % from dividends | 1.24 | 1.19 | 105% |
| Returns for 1 year | 6.55 | 5.52 | 119% |
| Returns for 3 years | 30.15 | 11.28 | 267% |
| Returns for 5 years | 38.33 | 21.13 | 181% |
| Returns for 10 years | 56.79 | 29.92 | 190% |
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