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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$38.63
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
Scharf Multi-Asset Opportunity Instl
Price$39.12
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets50.74M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Oct 18, 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 BALCX is a Hold and LOGOX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. LOGOX (50.7M). BALCX (1.12) and LOGOX (1.12) have matching dividends . BALCX was incepted earlier than LOGOX: BALCX (25 years) vs LOGOX (13 years). BALCX (1.31) is less costly to investors than LOGOX (1.15). BALCX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). BALCX has a lower initial minimum investment than LOGOX: BALCX (250) vs LOGOX (5000000). BALCX annual gain was more profitable for investors over the last year : 7.92 vs. LOGOX (4.35). BALCX return over 5 years is better than : 37.66 vs. LOGOX (18.36).
| BALCX | LOGOX | BALCX / LOGOX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 1.15 | 114% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 13.865 | 12.060 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 50.7M | 524,655% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | 7.92 | 4.35 | 182% |
| Returns for 3 years | 48.39 | 26.74 | 181% |
| Returns for 5 years | 37.66 | 18.36 | 205% |
| Returns for 10 years | 67.51 | 38.00 | 178% |