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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$54.36
Change-$0.23 (-0.42%)
VolumeN/A
Net Assets24.96M
American Funds American Balanced R6
Price$38.85
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Nov 20, 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. LKBLX (25M). RLBGX pays higher dividends than LKBLX: RLBGX (2.01) vs LKBLX (1.54). LKBLX was incepted earlier than RLBGX: LKBLX (13 years) vs RLBGX (17 years). LKBLX (1.48) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). 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 : 9.36 vs. LKBLX (-4.99). RLBGX return over 5 years is better than : 40.78 vs. LKBLX (14.40).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.48 | 0.25 | 592% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.041 | 14.391 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 263B | 0% |
| Annual Yield % from dividends | 1.54 | 2.01 | 77% |
| Returns for 1 year | -4.99 | 9.36 | -53% |
| Returns for 3 years | 5.38 | 42.39 | 13% |
| Returns for 5 years | 14.40 | 40.78 | 35% |
| Returns for 10 years | 40.58 | 74.82 | 54% |