LKBLX
Price
$55.66
Change
+$0.39 (+0.71%)
Updated
Dec 3 closing price
Net Assets
25.29M
RLBGX
Price
$39.90
Change
+$0.11 (+0.28%)
Updated
Dec 3 closing price
Net Assets
269.37B
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LKBLX vs RLBGX

Header iconLKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGXBanner chart's image
LK Balanced Institutional
Price$55.66
Change+$0.39 (+0.71%)
VolumeN/A
Net Assets25.29M
American Funds American Balanced R6
Price$39.90
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Dec 04, 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 RLBGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. LKBLX (25.3M). RLBGX pays higher dividends than LKBLX: RLBGX (1.98) vs LKBLX (1.52). LKBLX was incepted earlier than RLBGX: LKBLX (13 years) vs RLBGX (17 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 : 9.66 vs. LKBLX (-5.95). RLBGX return over 5 years is better than : 41.12 vs. LKBLX (12.55).
LKBLXRLBGXLKBLX / RLBGX
Total Expense Ratio1.000.25400%
Annual Report Gross Expense Ratio1.460.25584%
Fund Existence13 years17 years-
Gain YTD6.60016.95339%
Front LoadN/AN/A-
Min. Initial Investment5000025020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets25.3M269B0%
Annual Yield % from dividends1.521.9877%
Returns for 1 year-5.959.66-62%
Returns for 3 years5.3141.5813%
Returns for 5 years12.5541.1231%
Returns for 10 years42.3078.2454%
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