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BALFX vs LOGOX
BALFX vs LOGOX Comparison
Open Charts BALFX vs LOGOX
American Funds American Balanced F1
Price$38.93
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
Scharf Multi-Asset Opportunity Instl
Price$39.12
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets50.74M
BALFX vs LOGOX Comparison Chart in %
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BALFX vs. LOGOX commentary
Oct 18, 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 Hold and LOGOX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. LOGOX (50.7M). BALFX pays higher dividends than LOGOX: BALFX (1.72) vs LOGOX (1.12). 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 : 8.68 vs. LOGOX (4.35). BALFX return over 5 years is better than : 41.77 vs. LOGOX (18.36).
| 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 | 14.486 | 12.060 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 50.7M | 524,655% |
| Annual Yield % from dividends | 1.72 | 1.12 | 154% |
| Returns for 1 year | 8.68 | 4.35 | 200% |
| Returns for 3 years | 51.39 | 26.74 | 192% |
| Returns for 5 years | 41.77 | 18.36 | 227% |
| Returns for 10 years | 75.01 | 38.00 | 197% |