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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Scharf Multi-Asset Opportunity Instl
Price$34.75
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets47.32M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 229B vs. LOGOX (47.3M). BALFX pays higher dividends than LOGOX: BALFX (1.95) 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 (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 2.30 vs. LOGOX (1.83). BALFX return over 5 years is better than : 36.63 vs. LOGOX (21.17).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.62 | 0.95 | 65% |
| Annual Report Gross Expense Ratio | 0.62 | 1.15 | 54% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -2.213 | 0.831 | -266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 47.3M | 484,144% |
| Annual Yield % from dividends | 1.95 | 1.19 | 163% |
| Returns for 1 year | 2.30 | 1.83 | 126% |
| Returns for 3 years | 11.36 | -1.81 | -626% |
| Returns for 5 years | 36.63 | 21.17 | 173% |
| Returns for 10 years | 47.33 | 21.35 | 222% |
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