BALFX
Price
$34.07
Change
-$0.57 (-1.65%)
Updated
Mar 10 closing price
Net Assets
237.28B
LOGOX
Price
$36.14
Change
-$0.28 (-0.77%)
Updated
Mar 10 closing price
Net Assets
49.89M
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BALFX vs LOGOX

Header iconBALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOXBanner chart's image
American Funds American Balanced F1
Price$34.07
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
Scharf Multi-Asset Opportunity Instl
Price$36.14
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets49.89M
BALFX vs LOGOX Comparison Chart
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BALFX vs. LOGOX commentary
Mar 11, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 237B vs. LOGOX (49.9M). BALFX pays higher dividends than LOGOX: BALFX (1.90) vs LOGOX (1.18). BALFX was incepted earlier than LOGOX: BALFX (24 years) vs LOGOX (12 years). LOGOX (1.15) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 5.14 vs. LOGOX (4.85). BALFX return over 5 years is better than : 34.38 vs. LOGOX (19.68).
BALFXLOGOXBALFX / LOGOX
Total Expense Ratio0.620.9565%
Annual Report Gross Expense Ratio0.621.1554%
Fund Existence24 years12 years-
Gain YTD0.9914.32523%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets237B49.9M474,950%
Annual Yield % from dividends1.901.18160%
Returns for 1 year5.144.85106%
Returns for 3 years17.265.67304%
Returns for 5 years34.3819.68175%
Returns for 10 years53.2028.64186%
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