Ad is loading...
BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Scharf Multi-Asset Opportunity Instl
Price$34.76
Change-$0.52 (-1.47%)
VolumeN/A
CapitalizationN/A
BALFX vs LOGOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. LOGOX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. LOGOX (47.4M). 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 : 12.54 vs. LOGOX (5.94). BALFX return over 5 years is better than : 32.57 vs. LOGOX (5.71).
| 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 | 11.522 | 4.574 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 47.4M | 508,439% |
| Annual Yield % from dividends | 2.21 | 1.18 | 187% |
| Returns for 1 year | 12.54 | 5.94 | 211% |
| Returns for 3 years | 11.70 | -1.28 | -912% |
| Returns for 5 years | 32.57 | 5.71 | 571% |
| Returns for 10 years | 46.34 | 25.40 | 182% |
View a ticker or compare two or three
VS
VS
Ad is loading...