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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$36.45
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
LKBAX vs RLBAX Comparison Chart in %
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LKBAX vs. RLBAX commentary
Jul 17, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 251B vs. LKBAX (114M). LKBAX pays higher dividends than RLBAX: LKBAX (1.34) vs RLBAX (1.18). LKBAX was incepted earlier than RLBAX: LKBAX (28 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 : 4.85 vs. LKBAX (2.45). RLBAX return over 5 years is better than : 34.36 vs. LKBAX (21.89).
| LKBAX | RLBAX | LKBAX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 1.02 | 1.31 | 78% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 4.806 | 7.445 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 251B | 0% |
| Annual Yield % from dividends | 1.34 | 1.18 | 114% |
| Returns for 1 year | 2.45 | 4.85 | 50% |
| Returns for 3 years | 20.37 | 32.62 | 62% |
| Returns for 5 years | 21.89 | 34.36 | 64% |
| Returns for 10 years | 48.76 | 54.99 | 89% |