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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$54.60
Change+$0.20 (+0.37%)
VolumeN/A
Net Assets24.98M
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 266B vs. LKBLX (25M). RLBGX pays higher dividends than LKBLX: RLBGX (2.05) vs LKBLX (1.54). LKBLX was incepted earlier than RLBGX: LKBLX (13 years) vs RLBGX (16 years). LKBLX (1.46) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). RLBGX has a lower initial minimum investment than LKBLX: RLBGX (250) vs LKBLX (50000). RLBGX annual gain was more profitable for investors over the last year : 9.08 vs. LKBLX (-4.41). RLBGX return over 5 years is better than : 44.16 vs. LKBLX (20.74).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.46 | 0.25 | 584% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 5.061 | 14.951 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 266B | 0% |
| Annual Yield % from dividends | 1.54 | 2.05 | 75% |
| Returns for 1 year | -4.41 | 9.08 | -49% |
| Returns for 3 years | 12.61 | 52.02 | 24% |
| Returns for 5 years | 20.74 | 44.16 | 47% |
| Returns for 10 years | 42.30 | 79.32 | 53% |
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