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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Scharf Multi-Asset Opportunity Instl
Price$35.56
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets49.3M
BALCX vs LOGOX Comparison Chart
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BALCX vs. LOGOX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. LOGOX (49.3M). 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 : 11.44 vs. LOGOX (5.96). BALCX return over 5 years is better than : 25.92 vs. LOGOX (9.76).
| 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 | 1.938 | 1.862 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 49.3M | 486,815% |
| Annual Yield % from dividends | 1.59 | 1.18 | 134% |
| Returns for 1 year | 11.44 | 5.96 | 192% |
| Returns for 3 years | 10.59 | -1.13 | -935% |
| Returns for 5 years | 25.92 | 9.76 | 266% |
| Returns for 10 years | 49.96 | 27.53 | 182% |
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