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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Scharf Multi-Asset Opportunity Instl
Price$38.18
Change-$0.36 (-0.93%)
VolumeN/A
Net Assets49.39M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Nov 14, 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 Buy and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. LOGOX (49.4M). LOGOX (1.14) and BALCX (1.10) 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 : 7.94 vs. LOGOX (2.74). BALCX return over 5 years is better than : 35.35 vs. LOGOX (12.90).
| 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 | 14.101 | 10.398 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 49.4M | 544,534% |
| Annual Yield % from dividends | 1.10 | 1.14 | 97% |
| Returns for 1 year | 7.94 | 2.74 | 289% |
| Returns for 3 years | 39.68 | 17.09 | 232% |
| Returns for 5 years | 35.35 | 12.90 | 274% |
| Returns for 10 years | 66.50 | 37.12 | 179% |
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