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LKBAX vs RLBAX
LKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
LKBAX vs RLBAX Comparison Chart in %
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LKBAX vs. RLBAX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. LKBAX (112M). LKBAX pays higher dividends than RLBAX: LKBAX (1.34) vs RLBAX (1.08). 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 : 9.08 vs. LKBAX (2.16). RLBAX return over 5 years is better than : 36.92 vs. LKBAX (14.98).
| 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 | 23 years | - |
| Gain YTD | 8.278 | 15.481 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 269B | 0% |
| Annual Yield % from dividends | 1.34 | 1.08 | 123% |
| Returns for 1 year | 2.16 | 9.08 | 24% |
| Returns for 3 years | 19.83 | 40.52 | 49% |
| Returns for 5 years | 14.98 | 36.92 | 41% |
| Returns for 10 years | 60.38 | 69.99 | 86% |
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