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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$55.15
Change-$0.39 (-0.70%)
VolumeN/A
Net Assets25.4M
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. LKBLX (25.4M). RLBGX pays higher dividends than LKBLX: RLBGX (2.01) vs LKBLX (1.54). 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 : 10.35 vs. LKBLX (-4.40). RLBGX return over 5 years is better than : 43.37 vs. LKBLX (17.39).
| 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 | 17 years | - |
| Gain YTD | 6.869 | 16.570 | 41% |
| 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 | 269B | 0% |
| Annual Yield % from dividends | 1.54 | 2.01 | 77% |
| Returns for 1 year | -4.40 | 10.35 | -43% |
| Returns for 3 years | 7.51 | 44.95 | 17% |
| Returns for 5 years | 17.39 | 43.37 | 40% |
| Returns for 10 years | 45.05 | 81.84 | 55% |