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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Scharf Multi-Asset Opportunity Instl
Price$35.56
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets49.3M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Jan 19, 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: 240B vs. LOGOX (49.3M). BALFX pays higher dividends than LOGOX: BALFX (2.21) vs LOGOX (1.18). BALFX was incepted earlier than LOGOX: BALFX (24 years) vs LOGOX (12 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. LOGOX (28.37). 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 : 12.25 vs. LOGOX (5.96). BALFX return over 5 years is better than : 29.72 vs. LOGOX (9.76).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.953 | 1.862 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 49.3M | 486,815% |
| Annual Yield % from dividends | 2.21 | 1.18 | 187% |
| Returns for 1 year | 12.25 | 5.96 | 205% |
| Returns for 3 years | 12.28 | -1.13 | -1,085% |
| Returns for 5 years | 29.72 | 9.76 | 305% |
| Returns for 10 years | 55.85 | 27.53 | 203% |
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