Interact to see
Advertisement
Advertisement
BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$36.83
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
BALCX vs LKBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. LKBAX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. LKBAX (115M). LKBAX pays higher dividends than BALCX: LKBAX (1.33) vs BALCX (1.18). BALCX was incepted earlier than LKBAX: BALCX (24 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 : 9.31 vs. LKBAX (7.63). BALCX return over 5 years is better than : 32.91 vs. LKBAX (20.64).
| 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 | 28 years | - |
| Gain YTD | 8.450 | 6.778 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 115M | 220,870% |
| Annual Yield % from dividends | 1.18 | 1.33 | 89% |
| Returns for 1 year | 9.31 | 7.63 | 122% |
| Returns for 3 years | 29.24 | 16.79 | 174% |
| Returns for 5 years | 32.91 | 20.64 | 159% |
| Returns for 10 years | 57.99 | 53.03 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers