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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
BALCX vs LKBAX Comparison Chart
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BALCX vs. LKBAX commentary
Apr 28, 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: 231B vs. LKBAX (108M). LKBAX (1.33) and BALCX (1.28) have matching dividends . BALCX was incepted earlier than LKBAX: BALCX (24 years) vs LKBAX (27 years). BALCX (1.32) is less costly to investors than LKBAX (1.04). BALCX is a more actively managed with annual turnover of: 171.00 vs. LKBAX (11.00). 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 : 4.10 vs. LKBAX (1.99). BALCX return over 5 years is better than : 32.12 vs. LKBAX (25.89).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.32 | 0.80 | 165% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -1.367 | -2.237 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 108M | 213,889% |
| Annual Yield % from dividends | 1.28 | 1.33 | 97% |
| Returns for 1 year | 4.10 | 1.99 | 206% |
| Returns for 3 years | 14.43 | 6.23 | 231% |
| Returns for 5 years | 32.12 | 25.89 | 124% |
| Returns for 10 years | 41.52 | 39.70 | 105% |
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