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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Oct 08, 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 BALCX is a Hold and LKBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. LKBAX (114M). LKBAX pays higher dividends than BALCX: LKBAX (1.33) vs BALCX (1.12). BALCX was incepted earlier than LKBAX: BALCX (25 years) vs LKBAX (28 years). BALCX (1.31) is less costly to investors than LKBAX (1.02). BALCX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). BALCX has a lower initial minimum investment than LKBAX: BALCX (250) vs LKBAX (2000). BALCX annual gain was more profitable for investors over the last year : 9.16 vs. LKBAX (5.48). BALCX return over 5 years is better than : 38.15 vs. LKBAX (19.38).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 13.806 | 8.865 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 114M | 233,333% |
| Annual Yield % from dividends | 1.12 | 1.33 | 84% |
| Returns for 1 year | 9.16 | 5.48 | 167% |
| Returns for 3 years | 48.04 | 29.46 | 163% |
| Returns for 5 years | 38.15 | 19.38 | 197% |
| Returns for 10 years | 68.87 | 61.73 | 112% |
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