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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$35.42
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
BALCX vs LKBAX Comparison Chart
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BALCX vs. LKBAX commentary
Jun 07, 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 Buy and LKBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. LKBAX (112M). LKBAX (1.30) and BALCX (1.24) have matching dividends . BALCX was incepted earlier than LKBAX: BALCX (24 years) vs LKBAX (27 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 : 6.16 vs. LKBAX (4.04). BALCX return over 5 years is better than : 30.52 vs. LKBAX (19.87).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 4.280 | 2.384 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 112M | 216,964% |
| Annual Yield % from dividends | 1.24 | 1.30 | 96% |
| Returns for 1 year | 6.16 | 4.04 | 152% |
| Returns for 3 years | 20.86 | 10.57 | 197% |
| Returns for 5 years | 30.52 | 19.87 | 154% |
| Returns for 10 years | 52.67 | 47.23 | 112% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LVHD | 39.52 | -0.05 | -0.13% |
| Franklin U.S. Low Volatility Hi Div ETF | |||
| ANEW | 48.87 | -0.10 | -0.20% |
| ProShares MSCI Trnsfmtnl Chngs ETF | |||
| ANGL | 28.62 | -0.06 | -0.21% |
| VanEck Fallen Angel HiYld Bd ETF | |||
| SPDV | 31.45 | -0.14 | -0.44% |
| AAM S&P 500 High Dividend Value ETF | |||
| EHI | 6.37 | -0.07 | -1.09% |
| Western Asset Global High Income Fund | |||