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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
LKBAX vs RLBAX Comparison Chart
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LKBAX vs. RLBAX 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 LKBAX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. LKBAX (112M). LKBAX pays higher dividends than RLBAX: LKBAX (1.30) vs RLBAX (1.23). LKBAX was incepted earlier than RLBAX: LKBAX (27 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than LKBAX (1.02). RLBAX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). RLBAX has a lower initial minimum investment than LKBAX: RLBAX (250) vs LKBAX (2000). RLBAX annual gain was more profitable for investors over the last year : 6.12 vs. LKBAX (4.04). RLBAX return over 5 years is better than : 30.42 vs. LKBAX (19.87).
| LKBAX | RLBAX | LKBAX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 1.02 | 1.31 | 78% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 2.384 | 4.247 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 243B | 0% |
| Annual Yield % from dividends | 1.30 | 1.23 | 106% |
| Returns for 1 year | 4.04 | 6.12 | 66% |
| Returns for 3 years | 10.57 | 20.80 | 51% |
| Returns for 5 years | 19.87 | 30.42 | 65% |
| Returns for 10 years | 47.23 | 52.56 | 90% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LVHD | 39.52 | -0.05 | -0.13% |
| Franklin U.S. Low Volatility Hi Div ETF | |||
| ANEW | 48.87 | -0.10 | -0.20% |
| ProShares MSCI Trnsfmtnl Chngs ETF | |||
| ANGL | 28.62 | -0.06 | -0.21% |
| VanEck Fallen Angel HiYld Bd ETF | |||
| SPDV | 31.45 | -0.14 | -0.44% |
| AAM S&P 500 High Dividend Value ETF | |||
| EHI | 6.37 | -0.07 | -1.09% |
| Western Asset Global High Income Fund | |||