BALFX
Price
$40.41
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
LOGBX
Price
$40.47
Change
+$0.01 (+0.02%)
Updated
Sep 11 closing price
Net Assets
50.26M
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BALFX vs LOGBX

BALFX vs LOGBX Comparison Chart in %
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BALFX vs. LOGBX commentary
Sep 13, 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: 285B vs. LOGBX (50.3M). BALFX pays higher dividends than LOGBX: BALFX (1.76) vs LOGBX (0.52). BALFX was incepted earlier than LOGBX: BALFX (26 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 : 6.65 vs. LOGBX (6.08). BALFX return over 5 years is better than : 31.40 vs. LOGBX (7.69).
BALFXLOGBXBALFX / LOGBX
Total Expense Ratio0.611.2051%
Annual Report Gross Expense Ratio0.611.4143%
Fund Existence26 years11 years-
Gain YTD8.4805.419156%
Front LoadN/AN/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets285B50.3M566,600%
Annual Yield % from dividends1.760.52341%
Returns for 1 year6.656.08109%
Returns for 3 years41.3319.40213%
Returns for 5 years31.407.69408%
Returns for 10 years83.8941.96200%
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