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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$51.85
Change-$1.18 (-2.23%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
LKBLX vs RLBGX Comparison Chart
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LKBLX vs. RLBGX commentary
Dec 19, 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. LKBLX (29.1M). 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 : 12.83 vs. LKBLX (5.55). RLBGX return over 5 years is better than : 34.51 vs. LKBLX (10.43).
| 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 | 4.693 | 11.811 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1M | 241B | 0% |
| Annual Yield % from dividends | 1.82 | 2.55 | 71% |
| Returns for 1 year | 5.55 | 12.83 | 43% |
| Returns for 3 years | 0.46 | 12.48 | 4% |
| Returns for 5 years | 10.43 | 34.51 | 30% |
| Returns for 10 years | 28.43 | 49.12 | 58% |