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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$58.02
Change+$0.04 (+0.07%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$25.78
Change+$0.03 (+0.12%)
VolumeN/A
CapitalizationN/A
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LKBLX vs RIDBX Comparison Chart
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LKBLX vs. RIDBX commentary
Oct 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 Buy and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 130B vs. LKBLX (29.7M). 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 : 23.31 vs. LKBLX (14.13). RIDBX return over 5 years is better than : 24.31 vs. LKBLX (23.01).
| 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 | 12.770 | 13.382 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 130B | 0% |
| Annual Yield % from dividends | 1.82 | 2.85 | 64% |
| Returns for 1 year | 14.13 | 23.31 | 61% |
| Returns for 3 years | -0.08 | 6.88 | -1% |
| Returns for 5 years | 23.01 | 24.31 | 95% |
| Returns for 10 years | 38.01 | 39.76 | 96% |
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