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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$52.46
Change-$0.20 (-0.38%)
VolumeN/A
Net Assets24.79M
American Funds American Balanced R6
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Aug 08, 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: 253B vs. LKBLX (24.8M). 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 : 11.78 vs. LKBLX (-2.27). RLBGX return over 5 years is better than : 38.61 vs. LKBLX (16.58).
| 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 | 1.328 | 8.787 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 253B | 0% |
| Annual Yield % from dividends | 1.59 | 2.13 | 75% |
| Returns for 1 year | -2.27 | 11.78 | -19% |
| Returns for 3 years | 4.43 | 32.10 | 14% |
| Returns for 5 years | 16.58 | 38.61 | 43% |
| Returns for 10 years | 34.32 | 67.05 | 51% |
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