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LKBLX vs RIEBX
LKBLX vs RIEBX Comparison
Open Charts LKBLX vs RIEBX
LK Balanced Institutional
Price$53.82
Change+$0.25 (+0.47%)
VolumeN/A
Net Assets25.2M
American Funds Income Fund of Amer R2E
Price$26.92
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.11B
LKBLX vs RIEBX Comparison Chart in %
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LKBLX vs. RIEBX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 136B vs. LKBLX (25.2M). RIEBX pays higher dividends than LKBLX: RIEBX (3.24) vs LKBLX (1.59). 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 : 10.97 vs. LKBLX (-3.02). RIEBX return over 5 years is better than : 35.64 vs. LKBLX (18.99).
| 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 | 3.560 | 11.799 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.2M | 136B | 0% |
| Annual Yield % from dividends | 1.59 | 3.24 | 49% |
| Returns for 1 year | -3.02 | 10.97 | -28% |
| Returns for 3 years | 4.61 | 21.63 | 21% |
| Returns for 5 years | 18.99 | 35.64 | 53% |
| Returns for 10 years | 43.59 | 52.32 | 83% |
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