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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$36.39
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Scharf Multi-Asset Opportunity Instl
Price$37.28
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets49.38M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 248B vs. LOGOX (49.4M). 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 : 7.34 vs. LOGOX (5.52). BALFX return over 5 years is better than : 42.58 vs. LOGOX (21.13).
| 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 | 6.726 | 6.159 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.4M | 502,024% |
| Annual Yield % from dividends | 1.88 | 1.19 | 159% |
| Returns for 1 year | 7.34 | 5.52 | 133% |
| Returns for 3 years | 32.61 | 11.28 | 289% |
| Returns for 5 years | 42.58 | 21.13 | 201% |
| Returns for 10 years | 63.55 | 29.92 | 212% |
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