Ad is loading...
LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$51.85
Change-$1.18 (-2.23%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$23.87
Change-$0.53 (-2.17%)
VolumeN/A
CapitalizationN/A
LKBLX vs RIDBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LKBLX vs. RIDBX commentary
Dec 19, 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 LKBLX is a Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 126B vs. LKBLX (29.1M). RIDBX pays higher dividends than LKBLX: RIDBX (2.85) vs LKBLX (1.82). LKBLX was incepted earlier than RIDBX: LKBLX (12 years) vs RIDBX (23 years). RIDBX is a more actively managed with annual turnover of: 40.00 vs. LKBLX (18.00). 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 : 10.01 vs. LKBLX (5.55). RIDBX return over 5 years is better than : 17.11 vs. LKBLX (10.43).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 4.693 | 8.673 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1M | 126B | 0% |
| Annual Yield % from dividends | 1.82 | 2.85 | 64% |
| Returns for 1 year | 5.55 | 10.01 | 56% |
| Returns for 3 years | 0.46 | 4.40 | 10% |
| Returns for 5 years | 10.43 | 17.11 | 61% |
| Returns for 10 years | 28.43 | 27.73 | 103% |