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LOGBX vs RLBGX
LOGBX vs RLBGX Comparison
Open Charts LOGBX vs RLBGX
Scharf Multi-Asset Opportunity Retail
Price$36.75
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets49.01M
American Funds American Balanced R6
Price$37.09
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
LOGBX vs RLBGX Comparison Chart in %
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LOGBX vs. RLBGX commentary
Aug 08, 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 LOGBX is a Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. LOGBX (49M). RLBGX pays higher dividends than LOGBX: RLBGX (2.13) vs LOGBX (0.93). LOGBX was incepted earlier than RLBGX: LOGBX (10 years) vs RLBGX (16 years). LOGBX (1.40) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). RLBGX has a lower initial minimum investment than LOGBX: RLBGX (250) vs LOGBX (10000). RLBGX annual gain was more profitable for investors over the last year : 11.19 vs. LOGBX (4.10). RLBGX return over 5 years is better than : 38.65 vs. LOGBX (11.91).
| LOGBX | RLBGX | LOGBX / RLBGX | |
| Total Expense Ratio | 1.20 | 0.25 | 480% |
| Annual Report Gross Expense Ratio | 1.40 | 0.25 | 560% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 5.737 | 8.817 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49M | 253B | 0% |
| Annual Yield % from dividends | 0.93 | 2.13 | 44% |
| Returns for 1 year | 4.10 | 11.19 | 37% |
| Returns for 3 years | 7.87 | 32.40 | 24% |
| Returns for 5 years | 11.91 | 38.65 | 31% |
| Returns for 10 years | N/A | 68.24 | - |
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