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LOGOX vs RLEFX
LOGOX vs RLEFX Comparison
Open Charts LOGOX vs RLEFX
Scharf Multi-Asset Opportunity Instl
Price$34.75
Change-$0.45 (-1.28%)
VolumeN/A
Net Assets47.32M
American Funds American Balanced R5E
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
LOGOX vs RLEFX Comparison Chart
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LOGOX vs. RLEFX commentary
Apr 11, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 229B vs. LOGOX (47.3M). RLEFX pays higher dividends than LOGOX: RLEFX (2.16) vs LOGOX (1.19). LOGOX was incepted earlier than RLEFX: LOGOX (12 years) vs RLEFX (9 years). LOGOX (1.15) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 2.52 vs. LOGOX (1.83). RLEFX return over 5 years is better than : 37.90 vs. LOGOX (21.17).
| LOGOX | RLEFX | LOGOX / RLEFX | |
| Total Expense Ratio | 0.95 | 0.40 | 237% |
| Annual Report Gross Expense Ratio | 1.15 | 0.40 | 287% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 0.831 | -2.158 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 229B | 0% |
| Annual Yield % from dividends | 1.19 | 2.16 | 55% |
| Returns for 1 year | 1.83 | 2.52 | 73% |
| Returns for 3 years | -1.81 | 11.94 | -15% |
| Returns for 5 years | 21.17 | 37.90 | 56% |
| Returns for 10 years | 21.35 | N/A | - |
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