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LOGBX vs RLEFX
LOGBX vs RLEFX Comparison
Open Charts LOGBX vs RLEFX
Scharf Multi-Asset Opportunity Retail
Price$36.75
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets49.15M
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
LOGBX vs RLEFX Comparison Chart in %
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LOGBX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. LOGBX (49.2M). RLEFX pays higher dividends than LOGBX: RLEFX (2.00) vs LOGBX (0.93). LOGBX was incepted earlier than RLEFX: LOGBX (10 years) vs RLEFX (10 years). LOGBX (1.40) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (26.87). RLEFX has a lower initial minimum investment than LOGBX: RLEFX (250) vs LOGBX (10000). RLEFX annual gain was more profitable for investors over the last year : 11.02 vs. LOGBX (4.10). RLEFX return over 5 years is better than : 37.78 vs. LOGBX (11.91).
| LOGBX | RLEFX | LOGBX / RLEFX | |
| Total Expense Ratio | 1.20 | 0.39 | 308% |
| Annual Report Gross Expense Ratio | 1.40 | 0.39 | 359% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 5.737 | 8.722 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.2M | 252B | 0% |
| Annual Yield % from dividends | 0.93 | 2.00 | 47% |
| Returns for 1 year | 4.10 | 11.02 | 37% |
| Returns for 3 years | 7.87 | 31.87 | 25% |
| Returns for 5 years | 11.91 | 37.78 | 32% |
| Returns for 10 years | N/A | N/A | - |
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