Interact to see
Advertisement
Advertisement
BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Scharf Multi-Asset Opportunity Instl
Price$39.24
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets50.6M
BALFX vs LOGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. LOGOX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. LOGOX (50.6M). BALFX pays higher dividends than LOGOX: BALFX (1.72) vs LOGOX (1.12). 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 : 9.92 vs. LOGOX (6.16). BALFX return over 5 years is better than : 42.38 vs. LOGOX (17.48).
| 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 | 14.897 | 12.031 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 50.6M | 525,692% |
| Annual Yield % from dividends | 1.72 | 1.12 | 154% |
| Returns for 1 year | 9.92 | 6.16 | 161% |
| Returns for 3 years | 51.66 | 27.80 | 186% |
| Returns for 5 years | 42.38 | 17.48 | 242% |
| Returns for 10 years | 77.15 | 39.06 | 198% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement