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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$53.33
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets25.51M
American Funds Income Fund of Amer R2
Price$26.30
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets134.4B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX commentary
Jul 18, 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 LKBLX is a Buy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 134B vs. LKBLX (25.5M). RIDBX pays higher dividends than LKBLX: RIDBX (3.00) vs LKBLX (1.59). LKBLX was incepted earlier than RIDBX: LKBLX (13 years) vs RIDBX (23 years). LKBLX (1.46) is less costly to investors than RIDBX (1.36). RIDBX is a more actively managed with annual turnover of: 92.00 vs. LKBLX (16.00). RIDBX has a lower initial minimum investment than LKBLX: RIDBX (250) vs LKBLX (50000). RIDBX annual gain was more profitable for investors over the last year : 10.49 vs. LKBLX (-4.77). RIDBX return over 5 years is better than : 36.23 vs. LKBLX (21.14).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.46 | 1.36 | 107% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.290 | 10.497 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 134B | 0% |
| Annual Yield % from dividends | 1.59 | 3.00 | 53% |
| Returns for 1 year | -4.77 | 10.49 | -45% |
| Returns for 3 years | 10.83 | 25.32 | 43% |
| Returns for 5 years | 21.14 | 36.23 | 58% |
| Returns for 10 years | 34.47 | 40.68 | 85% |
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