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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$54.61
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets25.34M
American Funds American Balanced R6
Price$37.79
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Aug 30, 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: 255B vs. LKBLX (25.3M). RLBGX pays higher dividends than LKBLX: RLBGX (2.13) vs LKBLX (1.59). LKBLX was incepted earlier than RLBGX: LKBLX (13 years) vs RLBGX (16 years). LKBLX (1.46) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (16.00). 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 : 8.46 vs. LKBLX (-2.60). RLBGX return over 5 years is better than : 39.40 vs. LKBLX (19.20).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.46 | 0.25 | 584% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 5.022 | 10.870 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 255B | 0% |
| Annual Yield % from dividends | 1.59 | 2.13 | 75% |
| Returns for 1 year | -2.60 | 8.46 | -31% |
| Returns for 3 years | 8.37 | 36.83 | 23% |
| Returns for 5 years | 19.20 | 39.40 | 49% |
| Returns for 10 years | 44.95 | 77.65 | 58% |
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