BALCX
Price
$40.03
Change
+$0.09 (+0.23%)
Updated
Sep 11 closing price
Net Assets
284.75B
LOGOX
Price
$40.62
Change
+$0.01 (+0.02%)
Updated
Sep 11 closing price
Net Assets
50.26M
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BALCX vs LOGOX

BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Sep 12, 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: 285B vs. LOGOX (50.3M). BALCX pays higher dividends than LOGOX: BALCX (1.14) vs LOGOX (0.71). BALCX was incepted earlier than LOGOX: BALCX (26 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 : 6.33 vs. BALCX (5.86). BALCX return over 5 years is better than : 27.49 vs. LOGOX (8.82).
BALCXLOGOXBALCX / LOGOX
Total Expense Ratio1.300.95137%
Annual Report Gross Expense Ratio1.301.16112%
Fund Existence26 years14 years-
Gain YTD7.9595.618142%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B50.3M566,600%
Annual Yield % from dividends1.140.71160%
Returns for 1 year5.866.3393%
Returns for 3 years38.3120.36188%
Returns for 5 years27.498.82312%
Returns for 10 years75.1945.00167%
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