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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Scharf Multi-Asset Opportunity Instl
Price$37.67
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets48.73M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Sep 09, 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 BALFX is a Buy and LOGOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. LOGOX (48.7M). BALFX pays higher dividends than LOGOX: BALFX (1.77) vs LOGOX (1.16). BALFX was incepted earlier than LOGOX: BALFX (25 years) vs LOGOX (13 years). LOGOX (1.15) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). 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 : 11.70 vs. LOGOX (4.47). BALFX return over 5 years is better than : 40.53 vs. LOGOX (14.91).
| BALFX | LOGOX | BALFX / LOGOX | |
| Total Expense Ratio | 0.61 | 0.95 | 64% |
| Annual Report Gross Expense Ratio | 0.61 | 1.15 | 53% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.800 | 7.906 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 48.7M | 531,828% |
| Annual Yield % from dividends | 1.77 | 1.16 | 153% |
| Returns for 1 year | 11.70 | 4.47 | 262% |
| Returns for 3 years | 37.06 | 13.31 | 278% |
| Returns for 5 years | 40.53 | 14.91 | 272% |
| Returns for 10 years | 76.28 | 35.50 | 215% |
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