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LOGBX vs RLBAX
LOGBX vs RLBAX Comparison
Open Charts LOGBX vs RLBAX
Scharf Multi-Asset Opportunity Retail
Price$36.39
Change-$0.28 (-0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.46
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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LOGBX vs RLBAX Comparison Chart
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LOGBX vs. RLBAX commentary
Sep 07, 2024
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 LOGBX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 228B vs. LOGBX (49.4M). RLBAX pays higher dividends than LOGBX: RLBAX (1.59) vs LOGBX (0.95). LOGBX was incepted earlier than RLBAX: LOGBX (9 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. LOGBX (28.37). RLBAX has a lower initial minimum investment than LOGBX: RLBAX (250) vs LOGBX (10000). RLBAX annual gain was more profitable for investors over the last year : 17.92 vs. LOGBX (6.96). RLBAX return over 5 years is better than : 31.48 vs. LOGBX (13.68).
| LOGBX | RLBAX | LOGBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 7.505 | 10.312 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4M | 228B | 0% |
| Annual Yield % from dividends | 0.95 | 1.59 | 59% |
| Returns for 1 year | 6.96 | 17.92 | 39% |
| Returns for 3 years | -5.78 | 7.20 | -80% |
| Returns for 5 years | 13.68 | 31.48 | 43% |
| Returns for 10 years | N/A | 42.93 | - |