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LKBLX vs RIEBX
LKBLX vs RIEBX Comparison
Open Charts LKBLX vs RIEBX
LK Balanced Institutional
Price$54.49
Change-$0.28 (-0.51%)
VolumeN/A
Net Assets25.45M
American Funds Income Fund of Amer R2E
Price$27.18
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets137.15B
LKBLX vs RIEBX Comparison Chart in %
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LKBLX vs. RIEBX commentary
Sep 09, 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 RIEBX is a Buy.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 137B vs. LKBLX (25.4M). RIEBX pays higher dividends than LKBLX: RIEBX (3.16) vs LKBLX (1.54). LKBLX was incepted earlier than RIEBX: LKBLX (13 years) vs RIEBX (11 years). LKBLX (1.46) is less costly to investors than RIEBX (1.07). RIEBX is a more actively managed with annual turnover of: 92.00 vs. LKBLX (16.00). RIEBX has a lower initial minimum investment than LKBLX: RIEBX (250) vs LKBLX (50000). RIEBX annual gain was more profitable for investors over the last year : 11.81 vs. LKBLX (-0.99). RIEBX return over 5 years is better than : 37.01 vs. LKBLX (21.29).
| LKBLX | RIEBX | LKBLX / RIEBX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.46 | 1.07 | 136% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.849 | 12.879 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 137B | 0% |
| Annual Yield % from dividends | 1.54 | 3.16 | 49% |
| Returns for 1 year | -0.99 | 11.81 | -8% |
| Returns for 3 years | 7.90 | 25.62 | 31% |
| Returns for 5 years | 21.29 | 37.01 | 58% |
| Returns for 10 years | 44.02 | 55.39 | 79% |
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