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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$52.46
Change-$0.20 (-0.38%)
VolumeN/A
Net Assets24.79M
American Funds Income Fund of Amer R2
Price$26.32
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets134.7B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX commentary
Aug 08, 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: 135B vs. LKBLX (24.8M). RIDBX pays higher dividends than LKBLX: RIDBX (3.02) vs LKBLX (1.59). 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 : 13.34 vs. LKBLX (-2.27). RIDBX return over 5 years is better than : 33.23 vs. LKBLX (16.58).
| 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 | 1.328 | 10.581 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 135B | 0% |
| Annual Yield % from dividends | 1.59 | 3.02 | 53% |
| Returns for 1 year | -2.27 | 13.34 | -17% |
| Returns for 3 years | 4.43 | 20.88 | 21% |
| Returns for 5 years | 16.58 | 33.23 | 50% |
| Returns for 10 years | 34.32 | 41.98 | 82% |