BALCX
Price
$39.71
Change
-$0.77 (-1.90%)
Updated
Jun 5 closing price
Net Assets
287.61B
LOGOX
Price
$39.20
Change
-$0.49 (-1.23%)
Updated
Jun 5 closing price
Net Assets
49.02M
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BALCX vs LOGOX

Header iconBALCX vs LOGOX Comparison
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BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Jun 08, 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 Hold and LOGOX is a Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. LOGOX (49M). BALCX pays higher dividends than LOGOX: BALCX (1.16) vs LOGOX (0.74). BALCX was incepted earlier than LOGOX: BALCX (25 years) vs LOGOX (13 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 : 13.57 vs. LOGOX (7.56). BALCX return over 5 years is better than : 27.67 vs. LOGOX (4.18).
BALCXLOGOXBALCX / LOGOX
Total Expense Ratio1.300.95137%
Annual Report Gross Expense Ratio1.301.16112%
Fund Existence25 years13 years-
Gain YTD7.0011.951359%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B49M587,755%
Annual Yield % from dividends1.160.74157%
Returns for 1 year13.577.56179%
Returns for 3 years39.2819.40202%
Returns for 5 years27.674.18662%
Returns for 10 years72.4942.31171%
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