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LOGOX vs RLEFX
LOGOX vs RLEFX Comparison
Open Charts LOGOX vs RLEFX
Scharf Multi-Asset Opportunity Instl
Price$36.86
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets49.09M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
LOGOX vs RLEFX Comparison Chart
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LOGOX vs. RLEFX commentary
Jun 07, 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 LOGOX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. LOGOX (49.1M). RLEFX pays higher dividends than LOGOX: RLEFX (2.09) vs LOGOX (1.19). LOGOX was incepted earlier than RLEFX: LOGOX (12 years) vs RLEFX (10 years). LOGOX (1.15) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. LOGOX (26.87). RLEFX has a lower initial minimum investment than LOGOX: RLEFX (250) vs LOGOX (5000000). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. LOGOX (4.20). RLEFX return over 5 years is better than : 35.83 vs. LOGOX (16.37).
| LOGOX | RLEFX | LOGOX / RLEFX | |
| Total Expense Ratio | 0.95 | 0.39 | 244% |
| Annual Report Gross Expense Ratio | 1.15 | 0.39 | 295% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.185 | 4.776 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1M | 243B | 0% |
| Annual Yield % from dividends | 1.19 | 2.09 | 57% |
| Returns for 1 year | 4.20 | 7.31 | 58% |
| Returns for 3 years | 6.09 | 22.75 | 27% |
| Returns for 5 years | 16.37 | 35.83 | 46% |
| Returns for 10 years | 28.03 | N/A | - |