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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$58.44
Change-$0.32 (-0.54%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$25.32
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
LKBLX vs RIDBX Comparison Chart
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LKBLX vs. RIDBX commentary
Nov 18, 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 StrongBuy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 127B vs. LKBLX (29.8M). RIDBX pays higher dividends than LKBLX: RIDBX (2.85) vs LKBLX (1.82). LKBLX was incepted earlier than RIDBX: LKBLX (12 years) vs RIDBX (22 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 : 18.96 vs. LKBLX (13.41). LKBLX (19.84) and RIDBX (19.23) have equivalent 5 years return.
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 13.586 | 11.358 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 127B | 0% |
| Annual Yield % from dividends | 1.82 | 2.85 | 64% |
| Returns for 1 year | 13.41 | 18.96 | 71% |
| Returns for 3 years | -2.88 | 3.12 | -93% |
| Returns for 5 years | 19.84 | 19.23 | 103% |
| Returns for 10 years | 35.12 | 30.76 | 114% |
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