BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
LOGOX
Price
$39.97
Change
+$0.84 (+2.15%)
Updated
Jul 31 closing price
Net Assets
49.64M
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BALCX vs LOGOX

BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Aug 03, 2026

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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. LOGOX (49.6M). BALCX pays higher dividends than LOGOX: BALCX (1.16) vs LOGOX (0.74). BALCX was incepted earlier than LOGOX: BALCX (25 years) vs LOGOX (14 years). BALCX (1.30) is less costly to investors than LOGOX (1.16). BALCX is a more actively managed with annual turnover of: 50.00 vs. LOGOX (29.46). 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 : 10.48 vs. LOGOX (9.49). BALCX return over 5 years is better than : 28.31 vs. LOGOX (5.98).
BALCXLOGOXBALCX / LOGOX
Total Expense Ratio1.300.95137%
Annual Report Gross Expense Ratio1.301.16112%
Fund Existence25 years14 years-
Gain YTD7.9593.953201%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B49.6M580,645%
Annual Yield % from dividends1.160.74157%
Returns for 1 year10.489.49110%
Returns for 3 years35.5816.49216%
Returns for 5 years28.315.98473%
Returns for 10 years73.6341.60177%
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