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BALCX vs LOGOX
BALCX vs LOGOX Comparison
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BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. LOGOX (51.7M). 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). LOGOX annual gain was more profitable for investors over the last year : 12.74 vs. BALCX (11.76). BALCX return over 5 years is better than : 29.99 vs. LOGOX (10.24).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | 1.30 | 0.95 | 137% |
| Annual Report Gross Expense Ratio | 1.30 | 1.16 | 112% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 9.604 | 8.349 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 51.7M | 547,389% |
| Annual Yield % from dividends | 1.16 | 0.74 | 157% |
| Returns for 1 year | 11.76 | 12.74 | 92% |
| Returns for 3 years | 41.83 | 24.18 | 173% |
| Returns for 5 years | 29.99 | 10.24 | 293% |
| Returns for 10 years | 74.16 | 45.41 | 163% |
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