Interact to see
Advertisement
Advertisement
LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$54.60
Change+$0.34 (+0.63%)
VolumeN/A
Net Assets24.83M
American Funds Income Fund of Amer R2
Price$26.94
Change+$0.23 (+0.86%)
VolumeN/A
Net Assets136.93B
LKBLX vs RIDBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LKBLX vs. RIDBX commentary
Oct 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 137B vs. LKBLX (24.8M). RIDBX pays higher dividends than LKBLX: RIDBX (2.90) vs LKBLX (1.54). LKBLX was incepted earlier than RIDBX: LKBLX (13 years) vs RIDBX (23 years). LKBLX (1.46) is less costly to investors than RIDBX (1.35). 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 : 8.49 vs. LKBLX (-4.51). RIDBX return over 5 years is better than : 35.65 vs. LKBLX (20.14).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.46 | 1.35 | 108% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 4.406 | 13.677 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 137B | 0% |
| Annual Yield % from dividends | 1.54 | 2.90 | 53% |
| Returns for 1 year | -4.51 | 8.49 | -53% |
| Returns for 3 years | 14.67 | 37.27 | 39% |
| Returns for 5 years | 20.14 | 35.65 | 57% |
| Returns for 10 years | 41.24 | 49.74 | 83% |