BALFX
Price
$40.07
Change
-$0.78 (-1.91%)
Updated
Jun 5 closing price
Net Assets
287.61B
LOGOX
Price
$39.20
Change
-$0.49 (-1.23%)
Updated
Jun 5 closing price
Net Assets
49.02M
Interact to see
Advertisement

BALFX vs LOGOX

Header iconBALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOXBanner chart's image
BALFX vs LOGOX Comparison Chart in %
View a ticker or compare two or three
VS
BALFX vs. LOGOX commentary
Jun 08, 2026

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 Hold and LOGOX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. LOGOX (49M). BALFX pays higher dividends than LOGOX: BALFX (1.75) vs LOGOX (0.74). BALFX was incepted earlier than LOGOX: BALFX (25 years) vs LOGOX (13 years). LOGOX (1.16) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. LOGOX (29.46). 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 : 14.40 vs. LOGOX (7.56). BALFX return over 5 years is better than : 31.52 vs. LOGOX (4.18).
BALFXLOGOXBALFX / LOGOX
Total Expense Ratio0.610.9564%
Annual Report Gross Expense Ratio0.611.1653%
Fund Existence25 years13 years-
Gain YTD7.2901.951374%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B49M587,755%
Annual Yield % from dividends1.750.74236%
Returns for 1 year14.407.56191%
Returns for 3 years42.3119.40218%
Returns for 5 years31.524.18754%
Returns for 10 years80.8142.31191%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FIQOX44.21N/A
N/A
Fidelity Advisor Worldwide Z
GSLAX17.18-0.36
-2.05%
Goldman Sachs Large Cap Value A
GINDX34.33-0.84
-2.39%
Gotham Index Plus Institutional
ASCFX28.33-0.85
-2.91%
Virtus Small-Cap R6
FNFWX103.31-5.15
-4.75%
American Funds New World 529-F-2