Interact to see
Advertisement
Advertisement
BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
BALFX vs LOGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. LOGOX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. LOGOX (51.7M). BALFX pays higher dividends than LOGOX: BALFX (1.78) vs LOGOX (0.74). BALFX was incepted earlier than LOGOX: BALFX (25 years) vs LOGOX (14 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). LOGOX (12.74) and BALFX (12.57) have marching annual gain over last year. BALFX return over 5 years is better than : 33.93 vs. LOGOX (10.24).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.16 | 53% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 10.064 | 8.349 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 51.7M | 547,389% |
| Annual Yield % from dividends | 1.78 | 0.74 | 241% |
| Returns for 1 year | 12.57 | 12.74 | 99% |
| Returns for 3 years | 44.90 | 24.18 | 186% |
| Returns for 5 years | 33.93 | 10.24 | 331% |
| Returns for 10 years | 82.80 | 45.41 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NSVBX | 15.94 | 0.09 | +0.57% |
| Columbia Sm Cp Val and Inflection S | |||
| EDICX | 12.51 | 0.05 | +0.40% |
| Eaton Vance Global Income Builder C | |||
| STRGX | 66.47 | 0.17 | +0.26% |
| Sterling Capital MdCp Relatv Val Instl | |||
| FIOMX | 94.88 | N/A | N/A |
| Fidelity Advisor Equity-Income I | |||
| EKBAX | 20.14 | -0.04 | -0.20% |
| Allspring Diversified Cap Bldr A | |||