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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$39.95
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets271.11B
Scharf Multi-Asset Opportunity Instl
Price$38.56
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets49.41M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Dec 01, 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 StrongBuy and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 271B vs. LOGOX (49.4M). BALFX pays higher dividends than LOGOX: BALFX (1.67) vs LOGOX (1.13). 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 : 10.86 vs. LOGOX (1.07). BALFX return over 5 years is better than : 40.85 vs. LOGOX (13.47).
| 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 | 17.485 | 10.455 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 49.4M | 548,583% |
| Annual Yield % from dividends | 1.67 | 1.13 | 148% |
| Returns for 1 year | 10.86 | 1.07 | 1,018% |
| Returns for 3 years | 44.44 | 16.33 | 272% |
| Returns for 5 years | 40.85 | 13.47 | 303% |
| Returns for 10 years | 74.97 | 33.06 | 227% |
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