LKBAX
Price
$28.55
Change
-$1.05 (-3.55%)
Updated
Feb 3 closing price
Net Assets
107.91M
RLBAX
Price
$37.99
Change
-$0.59 (-1.53%)
Updated
Feb 3 closing price
Net Assets
269.72B
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LKBAX vs RLBAX

Header iconLKBAX vs RLBAX Comparison
Open Charts LKBAX vs RLBAXBanner chart's image
LKCM Balanced
Price$28.55
Change-$1.05 (-3.55%)
VolumeN/A
Net Assets107.91M
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
LKBAX vs RLBAX Comparison Chart in %
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LKBAX vs. RLBAX commentary
Feb 05, 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 Buy and RLBAX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. LKBAX (108M). LKBAX pays higher dividends than RLBAX: LKBAX (1.40) vs RLBAX (1.22). 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 : 10.45 vs. LKBAX (2.17). RLBAX return over 5 years is better than : 31.35 vs. LKBAX (10.41).
LKBAXRLBAXLKBAX / RLBAX
Total Expense Ratio0.801.3161%
Annual Report Gross Expense Ratio1.021.3178%
Fund Existence28 years24 years-
Gain YTD1.1692.37149%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets108M270B0%
Annual Yield % from dividends1.401.22115%
Returns for 1 year2.1710.4521%
Returns for 3 years16.9233.6350%
Returns for 5 years10.4131.3533%
Returns for 10 years68.8579.3487%
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