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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$37.14
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
Scharf Multi-Asset Opportunity Instl
Price$36.75
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets48.68M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. LOGOX (48.7M). BALFX pays higher dividends than LOGOX: BALFX (1.79) vs LOGOX (1.18). BALFX was incepted earlier than LOGOX: BALFX (24 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 : 10.13 vs. LOGOX (3.34). BALFX return over 5 years is better than : 36.92 vs. LOGOX (12.03).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.15 | 53% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 8.925 | 4.898 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 48.7M | 519,507% |
| Annual Yield % from dividends | 1.79 | 1.18 | 152% |
| Returns for 1 year | 10.13 | 3.34 | 303% |
| Returns for 3 years | 31.69 | 7.19 | 441% |
| Returns for 5 years | 36.92 | 12.03 | 307% |
| Returns for 10 years | 64.83 | 26.65 | 243% |
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