BALFX
Price
$40.37
Change
+$0.07 (+0.17%)
Updated
Jul 31 closing price
Net Assets
288.09B
LOGBX
Price
$39.83
Change
+$0.84 (+2.15%)
Updated
Jul 31 closing price
Net Assets
49.64M
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BALFX vs LOGBX

BALFX vs LOGBX Comparison Chart in %
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BALFX vs. LOGBX 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 BALFX is a Buy and LOGBX is a Hold.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. LOGBX (49.6M). BALFX pays higher dividends than LOGBX: BALFX (1.78) vs LOGBX (0.53). BALFX was incepted earlier than LOGBX: BALFX (25 years) vs LOGBX (11 years). LOGBX (1.41) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. LOGBX (29.46). BALFX has a lower initial minimum investment than LOGBX: BALFX (250) vs LOGBX (10000). BALFX annual gain was more profitable for investors over the last year : 11.29 vs. LOGBX (9.21). BALFX return over 5 years is better than : 32.23 vs. LOGBX (4.85).
BALFXLOGBXBALFX / LOGBX
Total Expense Ratio0.611.2051%
Annual Report Gross Expense Ratio0.611.4143%
Fund Existence25 years11 years-
Gain YTD8.3723.778222%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets288B49.6M580,645%
Annual Yield % from dividends1.780.53334%
Returns for 1 year11.299.21123%
Returns for 3 years38.4915.57247%
Returns for 5 years32.234.85665%
Returns for 10 years82.2438.61213%
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