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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$34.07
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
Scharf Multi-Asset Opportunity Instl
Price$36.14
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets49.89M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Mar 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 237B vs. LOGOX (49.9M). BALFX pays higher dividends than LOGOX: BALFX (1.90) vs LOGOX (1.18). 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 : 5.14 vs. LOGOX (4.85). BALFX return over 5 years is better than : 34.38 vs. LOGOX (19.68).
| 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 | 0.991 | 4.325 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 49.9M | 474,950% |
| Annual Yield % from dividends | 1.90 | 1.18 | 160% |
| Returns for 1 year | 5.14 | 4.85 | 106% |
| Returns for 3 years | 17.26 | 5.67 | 304% |
| Returns for 5 years | 34.38 | 19.68 | 175% |
| Returns for 10 years | 53.20 | 28.64 | 186% |
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