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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$52.49
Change+$0.45 (+0.86%)
VolumeN/A
Net Assets25.84M
American Funds Income Fund of Amer R2
Price$25.85
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets131.88B
LKBLX vs RIDBX Comparison Chart
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LKBLX vs. RIDBX commentary
Jun 07, 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 StrongBuy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 132B vs. LKBLX (25.8M). RIDBX pays higher dividends than LKBLX: RIDBX (3.08) vs LKBLX (1.61). 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 : 11.71 vs. LKBLX (-2.28). RIDBX return over 5 years is better than : 32.30 vs. LKBLX (15.74).
| 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 | 0.135 | 8.095 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8M | 132B | 0% |
| Annual Yield % from dividends | 1.61 | 3.08 | 52% |
| Returns for 1 year | -2.28 | 11.71 | -19% |
| Returns for 3 years | 0.42 | 13.19 | 3% |
| Returns for 5 years | 15.74 | 32.30 | 49% |
| Returns for 10 years | 31.88 | 37.60 | 85% |
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