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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.45
Change+$0.38 (+0.97%)
VolumeN/A
Net Assets50.25M
BALFX vs LOGOX Comparison Chart in %
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BALFX 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 BALFX is a Hold and LOGOX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. LOGOX (50.2M). BALFX pays higher dividends than LOGOX: BALFX (1.86) vs LOGOX (0.75). 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 (29.46). BALFX has a lower initial minimum investment than LOGOX: BALFX (250) vs LOGOX (5000000). BALFX (11.33) and LOGOX (10.84) have marching annual gain over last year. BALFX return over 5 years is better than : 35.49 vs. LOGOX (15.30).
| 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 | 2.457 | 2.601 | 94% |
| 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 | 1.86 | 0.75 | 249% |
| Returns for 1 year | 11.33 | 10.84 | 104% |
| Returns for 3 years | 36.69 | 21.12 | 174% |
| Returns for 5 years | 35.49 | 15.30 | 232% |
| Returns for 10 years | 87.98 | 54.24 | 162% |
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