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LKBLX vs RLBGX
LKBLX vs RLBGX Comparison
Open Charts LKBLX vs RLBGX
LK Balanced Institutional
Price$51.28
Change-$3.82 (-6.93%)
VolumeN/A
Net Assets26.03M
American Funds American Balanced R6
Price$38.44
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
LKBLX vs RLBGX Comparison Chart in %
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LKBLX vs. RLBGX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. LKBLX (26M). RLBGX pays higher dividends than LKBLX: RLBGX (2.18) vs LKBLX (1.48). LKBLX was incepted earlier than RLBGX: LKBLX (14 years) vs RLBGX (17 years). LKBLX (1.48) 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 : 11.74 vs. LKBLX (-3.06). RLBGX return over 5 years is better than : 37.59 vs. LKBLX (4.37).
| LKBLX | RLBGX | LKBLX / RLBGX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.48 | 0.25 | 592% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 3.221 | 2.479 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 250 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 270B | 0% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | -3.06 | 11.74 | -26% |
| Returns for 3 years | 3.05 | 38.20 | 8% |
| Returns for 5 years | 4.37 | 37.59 | 12% |
| Returns for 10 years | 49.66 | 92.40 | 54% |
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