Interact to see
Advertisement
Advertisement
LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$54.36
Change-$0.23 (-0.42%)
VolumeN/A
Net Assets24.96M
American Funds Income Fund of Amer R2
Price$26.83
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets137.64B
LKBLX vs RIDBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LKBLX vs. RIDBX commentary
Nov 20, 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 Hold and RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 138B vs. LKBLX (25M). RIDBX pays higher dividends than LKBLX: RIDBX (2.92) vs LKBLX (1.54). LKBLX was incepted earlier than RIDBX: LKBLX (13 years) vs RIDBX (23 years). LKBLX (1.48) is less costly to investors than RIDBX (1.35). 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 : 8.89 vs. LKBLX (-4.99). RIDBX return over 5 years is better than : 31.29 vs. LKBLX (14.40).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.48 | 1.35 | 110% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.041 | 13.212 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 138B | 0% |
| Annual Yield % from dividends | 1.54 | 2.92 | 53% |
| Returns for 1 year | -4.99 | 8.89 | -56% |
| Returns for 3 years | 5.38 | 25.22 | 21% |
| Returns for 5 years | 14.40 | 31.29 | 46% |
| Returns for 10 years | 40.58 | 47.48 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement