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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
Scharf Multi-Asset Opportunity Instl
Price$36.75
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets48.68M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Aug 09, 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: 253B vs. LOGOX (48.7M). LOGOX (1.18) and BALCX (1.18) have matching dividends . BALCX was incepted earlier than LOGOX: BALCX (24 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 : 9.31 vs. LOGOX (3.34). BALCX return over 5 years is better than : 32.91 vs. LOGOX (12.03).
| 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 | 13 years | - |
| Gain YTD | 8.450 | 4.898 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 48.7M | 519,507% |
| Annual Yield % from dividends | 1.18 | 1.18 | 100% |
| Returns for 1 year | 9.31 | 3.34 | 279% |
| Returns for 3 years | 29.24 | 7.19 | 407% |
| Returns for 5 years | 32.91 | 12.03 | 273% |
| Returns for 10 years | 57.99 | 26.65 | 218% |
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