Ad is loading...
Ad is loading...
LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$58.44
Change-$0.32 (-0.54%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
LKBLX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LKBLX vs. RLBGX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. LKBLX (29.8M). RLBGX pays higher dividends than LKBLX: RLBGX (2.55) vs LKBLX (1.82). LKBLX was incepted earlier than RLBGX: LKBLX (12 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 : 21.31 vs. LKBLX (13.41). RLBGX return over 5 years is better than : 36.78 vs. LKBLX (19.84).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 13.586 | 14.385 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 236B | 0% |
| Annual Yield % from dividends | 1.82 | 2.55 | 71% |
| Returns for 1 year | 13.41 | 21.31 | 63% |
| Returns for 3 years | -2.88 | 11.30 | -26% |
| Returns for 5 years | 19.84 | 36.78 | 54% |
| Returns for 10 years | 35.12 | 53.54 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ACEIX | 11.39 | -0.06 | -0.52% |
| Invesco Equity and Income A | |||
| LEICX | 25.51 | -0.14 | -0.55% |
| Federated Hermes Equity Income C | |||
| WEMMX | 16.32 | -0.11 | -0.67% |
| TETON Westwood Mighty Mites AAA | |||
| NWAHX | 19.55 | -0.19 | -0.96% |
| Nationwide Janus Henderson Overseas R6 | |||
| PSIJX | 9.58 | -0.19 | -1.94% |
| Principal SmallCap Growth I J | |||