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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$53.60
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets29.89M
American Funds Income Fund of Amer R2
Price$24.49
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets126.58B
LKBLX vs RIDBX Comparison Chart
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LKBLX vs. RIDBX commentary
Jan 19, 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: 127B vs. LKBLX (29.9M). RIDBX pays higher dividends than LKBLX: RIDBX (2.85) vs LKBLX (1.82). LKBLX was incepted earlier than RIDBX: LKBLX (13 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 : 11.38 vs. LKBLX (6.54). RIDBX return over 5 years is better than : 15.82 vs. LKBLX (9.46).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.136 | 1.914 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 127B | 0% |
| Annual Yield % from dividends | 1.82 | 2.85 | 64% |
| Returns for 1 year | 6.54 | 11.38 | 58% |
| Returns for 3 years | 0.97 | 3.42 | 28% |
| Returns for 5 years | 9.46 | 15.82 | 60% |
| Returns for 10 years | 38.67 | 28.98 | 133% |