LKBAX
Price
$28.96
Change
+$0.19 (+0.66%)
Updated
Dec 24 closing price
RLBAX
Price
$34.47
Change
+$0.23 (+0.67%)
Updated
Dec 24 closing price
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LKBAX vs RLBAX

Header iconLKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAXBanner chart's image
LKCM Balanced
Price$28.96
Change+$0.19 (+0.66%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.47
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
LKBAX vs RLBAX Comparison Chart
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LKBAX vs. RLBAX commentary
Dec 25, 2024

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 StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. LKBAX (116M). RLBAX pays higher dividends than LKBAX: RLBAX (1.59) vs LKBAX (1.00). LKBAX was incepted earlier than RLBAX: LKBAX (27 years) vs RLBAX (23 years). 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 (10.56) and LKBAX (10.13) have marching annual gain over last year. RLBAX return over 5 years is better than : 27.03 vs. LKBAX (18.24).
LKBAXRLBAXLKBAX / RLBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years23 years-
Gain YTD12.32510.104122%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets116M238B0%
Annual Yield % from dividends1.001.5963%
Returns for 1 year10.1310.5696%
Returns for 3 years-1.677.99-21%
Returns for 5 years18.2427.0367%
Returns for 10 years49.2146.97105%
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