Interact to see
Advertisement
Advertisement
BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Scharf Multi-Asset Opportunity Instl
Price$39.75
Change+$0.27 (+0.68%)
VolumeN/A
Net Assets50.89M
BALFX vs LOGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. LOGOX commentary
Jan 15, 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 (50.9M). BALFX pays higher dividends than LOGOX: BALFX (1.91) vs LOGOX (0.77). 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). LOGOX (14.43) and BALFX (14.23) have marching annual gain over last year. BALFX return over 5 years is better than : 36.55 vs. LOGOX (16.40).
| 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 | 2.350 | 3.381 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 50.9M | 530,452% |
| Annual Yield % from dividends | 1.91 | 0.77 | 249% |
| Returns for 1 year | 14.23 | 14.43 | 99% |
| Returns for 3 years | 37.69 | 21.75 | 173% |
| Returns for 5 years | 36.55 | 16.40 | 223% |
| Returns for 10 years | 88.94 | 55.75 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement