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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$50.29
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets25.74M
American Funds American Balanced R6
Price$32.98
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
LKBLX vs RLBGX Comparison Chart
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LKBLX vs. RLBGX commentary
Apr 18, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 225B vs. LKBLX (25.7M). RLBGX pays higher dividends than LKBLX: RLBGX (2.31) 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: 171.00 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 : 2.93 vs. LKBLX (-4.68). RLBGX return over 5 years is better than : 33.62 vs. LKBLX (21.27).
| 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 | -3.560 | -3.609 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 225B | 0% |
| Annual Yield % from dividends | 1.59 | 2.31 | 69% |
| Returns for 1 year | -4.68 | 2.93 | -160% |
| Returns for 3 years | -4.09 | 10.85 | -38% |
| Returns for 5 years | 21.27 | 33.62 | 63% |
| Returns for 10 years | 24.19 | 47.31 | 51% |
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