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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$37.69
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. LOGOX (50.7M). 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 : 20.84 vs. LOGOX (7.94). BALFX return over 5 years is better than : 34.76 vs. LOGOX (13.04).
| 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 | 13.997 | 10.366 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 50.7M | 465,483% |
| Annual Yield % from dividends | 2.21 | 1.18 | 187% |
| Returns for 1 year | 20.84 | 7.94 | 262% |
| Returns for 3 years | 10.40 | -4.18 | -248% |
| Returns for 5 years | 34.76 | 13.04 | 267% |
| Returns for 10 years | 50.51 | 28.32 | 178% |