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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$53.95
Change-$0.60 (-1.10%)
VolumeN/A
Net Assets30.05M
American Funds Income Fund of Amer R2
Price$25.22
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets129.73B
LKBLX vs RIDBX Comparison Chart
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LKBLX vs. RIDBX commentary
Feb 23, 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: 130B vs. LKBLX (30.1M). 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 : 12.32 vs. LKBLX (2.12). RIDBX return over 5 years is better than : 20.09 vs. LKBLX (10.32).
| 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 | 3.810 | 4.952 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 130B | 0% |
| Annual Yield % from dividends | 1.82 | 2.85 | 64% |
| Returns for 1 year | 2.12 | 12.32 | 17% |
| Returns for 3 years | 6.14 | 9.21 | 67% |
| Returns for 5 years | 10.32 | 20.09 | 51% |
| Returns for 10 years | 34.41 | 29.68 | 116% |
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