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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$54.61
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets25.34M
American Funds Income Fund of Amer R2
Price$26.79
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets136.58B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX commentary
Aug 30, 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: 137B vs. LKBLX (25.3M). RIDBX pays higher dividends than LKBLX: RIDBX (3.02) 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 : 9.78 vs. LKBLX (-2.60). RIDBX return over 5 years is better than : 33.65 vs. LKBLX (19.20).
| 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 | 5.022 | 12.556 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 137B | 0% |
| Annual Yield % from dividends | 1.59 | 3.02 | 53% |
| Returns for 1 year | -2.60 | 9.78 | -27% |
| Returns for 3 years | 8.37 | 24.26 | 34% |
| Returns for 5 years | 19.20 | 33.65 | 57% |
| Returns for 10 years | 44.95 | 51.85 | 87% |
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