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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$53.60
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets29.89M
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
LKBLX vs RLBGX Comparison Chart
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LKBLX vs. RLBGX commentary
Jan 19, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. LKBLX (29.9M). RLBGX pays higher dividends than LKBLX: RLBGX (2.55) vs LKBLX (1.82). LKBLX was incepted earlier than RLBGX: LKBLX (13 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. LKBLX (18.00). RLBGX has a lower initial minimum investment than LKBLX: RLBGX (250) vs LKBLX (50000). RLBGX annual gain was more profitable for investors over the last year : 12.67 vs. LKBLX (6.54). RLBGX return over 5 years is better than : 31.72 vs. LKBLX (9.46).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 3.136 | 1.980 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 240B | 0% |
| Annual Yield % from dividends | 1.82 | 2.55 | 71% |
| Returns for 1 year | 6.54 | 12.67 | 52% |
| Returns for 3 years | 0.97 | 13.23 | 7% |
| Returns for 5 years | 9.46 | 31.72 | 30% |
| Returns for 10 years | 38.67 | 59.02 | 66% |
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