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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$50.00
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets25.26M
American Funds Income Fund of Amer R2
Price$25.79
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets139.53B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX commentary
Dec 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 LKBLX is a Buy and RIDBX is a Hold.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 140B vs. LKBLX (25.3M). RIDBX pays higher dividends than LKBLX: RIDBX (2.85) vs LKBLX (1.52). 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 : 7.97 vs. LKBLX (-4.73). RIDBX return over 5 years is better than : 24.05 vs. LKBLX (4.52).
| 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 | -3.791 | 8.824 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 140B | 0% |
| Annual Yield % from dividends | 1.52 | 2.85 | 53% |
| Returns for 1 year | -4.73 | 7.97 | -59% |
| Returns for 3 years | 2.01 | 24.51 | 8% |
| Returns for 5 years | 4.52 | 24.05 | 19% |
| Returns for 10 years | 35.99 | 45.49 | 79% |
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