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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
BALCX vs LKBAX Comparison Chart
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BALCX vs. LKBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. LKBAX (113M). BALCX pays higher dividends than LKBAX: BALCX (1.59) vs LKBAX (1.00). BALCX was incepted earlier than LKBAX: BALCX (24 years) vs LKBAX (27 years). 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 : 8.38 vs. LKBAX (6.73). BALCX return over 5 years is better than : 26.14 vs. LKBAX (18.84).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.790 | 2.356 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 113M | 214,159% |
| Annual Yield % from dividends | 1.59 | 1.00 | 158% |
| Returns for 1 year | 8.38 | 6.73 | 125% |
| Returns for 3 years | 15.69 | 8.10 | 194% |
| Returns for 5 years | 26.14 | 18.84 | 139% |
| Returns for 10 years | 46.66 | 47.40 | 98% |
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