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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
LKBAX vs RLBAX Comparison Chart
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LKBAX vs. RLBAX commentary
Apr 05, 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 LKBAX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. LKBAX (110M). LKBAX (1.33) and RLBAX (1.27) have matching dividends . LKBAX was incepted earlier than RLBAX: LKBAX (27 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than LKBAX (1.04). RLBAX is a more actively managed with annual turnover of: 171.00 vs. LKBAX (11.00). RLBAX has a lower initial minimum investment than LKBAX: RLBAX (250) vs LKBAX (2000). LKBAX annual gain was more profitable for investors over the last year : 2.46 vs. RLBAX (0.57). LKBAX (42.32) and RLBAX (41.60) have equivalent 5 years return.
| LKBAX | RLBAX | LKBAX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.33 | 60% |
| Annual Report Gross Expense Ratio | 1.04 | 1.33 | 78% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 0.237 | -2.348 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 235B | 0% |
| Annual Yield % from dividends | 1.33 | 1.27 | 104% |
| Returns for 1 year | 2.46 | 0.57 | 432% |
| Returns for 3 years | 2.53 | 7.24 | 35% |
| Returns for 5 years | 42.32 | 41.60 | 102% |
| Returns for 10 years | 45.20 | 41.83 | 108% |
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