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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
LKBAX vs RLBAX Comparison Chart
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LKBAX vs. RLBAX commentary
Apr 28, 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: 231B vs. LKBAX (108M). 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). RLBAX annual gain was more profitable for investors over the last year : 4.06 vs. LKBAX (1.99). RLBAX return over 5 years is better than : 32.01 vs. LKBAX (25.89).
| 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 | -2.237 | -1.406 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 231B | 0% |
| Annual Yield % from dividends | 1.33 | 1.27 | 104% |
| Returns for 1 year | 1.99 | 4.06 | 49% |
| Returns for 3 years | 6.23 | 14.36 | 43% |
| Returns for 5 years | 25.89 | 32.01 | 81% |
| Returns for 10 years | 39.70 | 41.43 | 96% |
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