Ad is loading...
LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$53.95
Change-$0.60 (-1.10%)
VolumeN/A
Net Assets30.05M
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
LKBLX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LKBLX vs. RLBGX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. LKBLX (30.1M). RLBGX pays higher dividends than LKBLX: RLBGX (2.55) vs LKBLX (1.82). LKBLX was incepted earlier than RLBGX: LKBLX (13 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 : 9.60 vs. LKBLX (2.12). RLBGX return over 5 years is better than : 31.96 vs. LKBLX (10.32).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 3.810 | 2.940 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 242B | 0% |
| Annual Yield % from dividends | 1.82 | 2.55 | 71% |
| Returns for 1 year | 2.12 | 9.60 | 22% |
| Returns for 3 years | 6.14 | 18.47 | 33% |
| Returns for 5 years | 10.32 | 31.96 | 32% |
| Returns for 10 years | 34.41 | 55.52 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...