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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$37.96
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
LKBAX vs RLBAX Comparison Chart in %
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LKBAX vs. RLBAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. LKBAX (109M). LKBAX pays higher dividends than RLBAX: LKBAX (1.41) vs RLBAX (1.25). LKBAX was incepted earlier than RLBAX: LKBAX (28 years) vs RLBAX (24 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 : 13.33 vs. LKBAX (5.17). RLBAX return over 5 years is better than : 32.37 vs. LKBAX (11.10).
| LKBAX | RLBAX | LKBAX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 1.02 | 1.31 | 78% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 1.276 | 2.290 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 270B | 0% |
| Annual Yield % from dividends | 1.41 | 1.25 | 113% |
| Returns for 1 year | 5.17 | 13.33 | 39% |
| Returns for 3 years | 17.88 | 34.62 | 52% |
| Returns for 5 years | 11.10 | 32.37 | 34% |
| Returns for 10 years | 68.39 | 80.23 | 85% |
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