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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Scharf Multi-Asset Opportunity Instl
Price$38.32
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets49.58M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Sep 17, 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: 263B vs. LOGOX (49.6M). BALFX pays higher dividends than LOGOX: BALFX (1.77) vs LOGOX (1.16). BALFX was incepted earlier than LOGOX: BALFX (25 years) vs LOGOX (13 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 : 9.51 vs. LOGOX (3.52). BALFX return over 5 years is better than : 42.46 vs. LOGOX (15.83).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.15 | 53% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.207 | 9.596 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 49.6M | 530,242% |
| Annual Yield % from dividends | 1.77 | 1.16 | 153% |
| Returns for 1 year | 9.51 | 3.52 | 270% |
| Returns for 3 years | 43.16 | 18.92 | 228% |
| Returns for 5 years | 42.46 | 15.83 | 268% |
| Returns for 10 years | 79.10 | 37.76 | 209% |
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