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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$37.69
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
BALCX vs LOGOX Comparison Chart
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BALCX vs. LOGOX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. LOGOX (50.7M). 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 : 20.01 vs. LOGOX (7.94). BALCX return over 5 years is better than : 30.97 vs. LOGOX (13.04).
| 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 | 13.321 | 10.366 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 50.7M | 465,483% |
| Annual Yield % from dividends | 1.59 | 1.18 | 134% |
| Returns for 1 year | 20.01 | 7.94 | 252% |
| Returns for 3 years | 8.73 | -4.18 | -209% |
| Returns for 5 years | 30.97 | 13.04 | 238% |
| Returns for 10 years | 44.77 | 28.32 | 158% |
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