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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Scharf Multi-Asset Opportunity Instl
Price$36.45
Change-$0.28 (-0.76%)
VolumeN/A
Net Assets50.03M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Feb 23, 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 Hold and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. LOGOX (50M). 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 : 9.19 vs. LOGOX (5.15). BALFX return over 5 years is better than : 29.96 vs. LOGOX (11.09).
| 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 | 2.886 | 4.411 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 50M | 484,000% |
| Annual Yield % from dividends | 2.21 | 1.18 | 187% |
| Returns for 1 year | 9.19 | 5.15 | 179% |
| Returns for 3 years | 17.52 | 4.49 | 390% |
| Returns for 5 years | 29.96 | 11.09 | 270% |
| Returns for 10 years | 52.44 | 26.15 | 201% |
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