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LKBLX vs RIDBX
LKBLX vs RIDBX Comparison
Open Charts LKBLX vs RIDBX
LK Balanced Institutional
Price$54.60
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets24.98M
American Funds Income Fund of Amer R2
Price$27.06
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.68B
LKBLX vs RIDBX Comparison Chart in %
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LKBLX vs. RIDBX commentary
Oct 19, 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 Hold and RIDBX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. LKBLX (25M). RIDBX pays higher dividends than LKBLX: RIDBX (2.90) vs LKBLX (1.54). LKBLX was incepted earlier than RIDBX: LKBLX (13 years) vs RIDBX (23 years). LKBLX (1.46) is less costly to investors than RIDBX (1.35). 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 : 8.29 vs. LKBLX (-4.41). RIDBX return over 5 years is better than : 36.37 vs. LKBLX (20.74).
| LKBLX | RIDBX | LKBLX / RIDBX | |
| Total Expense Ratio | 1.00 | 1.35 | 74% |
| Annual Report Gross Expense Ratio | 1.46 | 1.35 | 108% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.061 | 14.183 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 139B | 0% |
| Annual Yield % from dividends | 1.54 | 2.90 | 53% |
| Returns for 1 year | -4.41 | 8.29 | -53% |
| Returns for 3 years | 12.61 | 34.89 | 36% |
| Returns for 5 years | 20.74 | 36.37 | 57% |
| Returns for 10 years | 42.30 | 50.70 | 83% |
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