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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Scharf Multi-Asset Opportunity Instl
Price$36.86
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets49.09M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Jun 07, 2025
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 LOGOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. LOGOX (49.1M). BALFX pays higher dividends than LOGOX: BALFX (1.88) vs LOGOX (1.19). BALFX was incepted earlier than LOGOX: BALFX (24 years) vs LOGOX (12 years). LOGOX (1.15) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). BALFX has a lower initial minimum investment than LOGOX: BALFX (250) vs LOGOX (5000000). BALFX annual gain was more profitable for investors over the last year : 7.08 vs. LOGOX (4.20). BALFX return over 5 years is better than : 34.60 vs. LOGOX (16.37).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.15 | 53% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 4.688 | 5.185 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 49.1M | 494,908% |
| Annual Yield % from dividends | 1.88 | 1.19 | 159% |
| Returns for 1 year | 7.08 | 4.20 | 168% |
| Returns for 3 years | 22.12 | 6.09 | 363% |
| Returns for 5 years | 34.60 | 16.37 | 211% |
| Returns for 10 years | 59.06 | 28.03 | 211% |
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