LKBAX
Price
$29.31
Change
+$0.08 (+0.27%)
Updated
Jul 25 closing price
Net Assets
116.51M
RLBAX
Price
$36.83
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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LKBAX vs RLBAX

Header iconLKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAXBanner chart's image
LKCM Balanced
Price$29.31
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets116.51M
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
LKBAX vs RLBAX Comparison Chart in %
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LKBAX vs. RLBAX commentary
Jul 28, 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 LKBAX is a StrongBuy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. LKBAX (117M). LKBAX pays higher dividends than RLBAX: LKBAX (1.34) vs RLBAX (1.18). LKBAX was incepted earlier than RLBAX: LKBAX (28 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than LKBAX (1.02). RLBAX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). RLBAX has a lower initial minimum investment than LKBAX: RLBAX (250) vs LKBAX (2000). RLBAX annual gain was more profitable for investors over the last year : 9.42 vs. LKBAX (6.92). RLBAX return over 5 years is better than : 35.28 vs. LKBAX (24.38).
LKBAXRLBAXLKBAX / RLBAX
Total Expense Ratio0.801.3161%
Annual Report Gross Expense Ratio1.021.3178%
Fund Existence28 years23 years-
Gain YTD7.0338.56582%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets117M254B0%
Annual Yield % from dividends1.341.18114%
Returns for 1 year6.929.4273%
Returns for 3 years20.5832.1464%
Returns for 5 years24.3835.2869%
Returns for 10 years53.2558.0692%
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