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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$51.28
Change-$3.82 (-6.93%)
VolumeN/A
Net Assets26.03M
American Funds Income Fund of Amer R2
Price$26.70
Change-$0.30 (-1.11%)
VolumeN/A
Net Assets139.38B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX 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 LKBLX is a Hold and RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. LKBLX (26M). RIDBX pays higher dividends than LKBLX: RIDBX (2.86) vs LKBLX (1.48). LKBLX was incepted earlier than RIDBX: LKBLX (14 years) vs RIDBX (24 years). LKBLX (1.48) is less costly to investors than RIDBX (1.35). RIDBX is a more actively managed with annual turnover of: 65.00 vs. LKBLX (10.00). RIDBX has a lower initial minimum investment than LKBLX: RIDBX (250) vs LKBLX (50000). RIDBX annual gain was more profitable for investors over the last year : 11.46 vs. LKBLX (-3.06). RIDBX return over 5 years is better than : 26.86 vs. LKBLX (4.37).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.48 | 1.35 | 110% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.221 | 4.094 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 139B | 0% |
| Annual Yield % from dividends | 1.48 | 2.86 | 52% |
| Returns for 1 year | -3.06 | 11.46 | -27% |
| Returns for 3 years | 3.05 | 27.94 | 11% |
| Returns for 5 years | 4.37 | 26.86 | 16% |
| Returns for 10 years | 49.66 | 61.23 | 81% |
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