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BALCX vs LOGOX
BALCX vs LOGOX Comparison
Open Charts BALCX vs LOGOX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.45
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets50.25M
BALCX vs LOGOX Comparison Chart in %
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BALCX vs. LOGOX commentary
Feb 04, 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 BALCX is a Hold and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. LOGOX (50.2M). BALCX pays higher dividends than LOGOX: BALCX (1.25) vs LOGOX (0.75). 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 (29.46). BALCX has a lower initial minimum investment than LOGOX: BALCX (250) vs LOGOX (5000000). LOGOX (10.84) and BALCX (10.51) have marching annual gain over last year. BALCX return over 5 years is better than : 31.49 vs. LOGOX (15.30).
| 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 | 2.396 | 2.601 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.2M | 537,849% |
| Annual Yield % from dividends | 1.25 | 0.75 | 167% |
| Returns for 1 year | 10.51 | 10.84 | 97% |
| Returns for 3 years | 33.72 | 21.12 | 160% |
| Returns for 5 years | 31.49 | 15.30 | 206% |
| Returns for 10 years | 79.52 | 54.24 | 147% |
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