BALCX
Price
$33.21
Change
-$0.88 (-2.58%)
Updated
Apr 3 closing price
Net Assets
235.03B
LKBAX
Price
$26.78
Change
-$0.77 (-2.79%)
Updated
Apr 3 closing price
Net Assets
110.35M
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BALCX vs LKBAX

Header iconBALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAXBanner chart's image
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
LKCM Balanced
Price$26.78
Change-$0.77 (-2.79%)
VolumeN/A
Net Assets110.35M
BALCX vs LKBAX Comparison Chart
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BALCX vs. LKBAX commentary
Apr 05, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. LKBAX (110M). 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). LKBAX annual gain was more profitable for investors over the last year : 2.46 vs. BALCX (0.58). LKBAX (42.32) and BALCX (41.73) have equivalent 5 years return.
BALCXLKBAXBALCX / LKBAX
Total Expense Ratio1.320.80165%
Annual Report Gross Expense Ratio1.321.04127%
Fund Existence24 years27 years-
Gain YTD-2.3370.237-985%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets235B110M213,636%
Annual Yield % from dividends1.281.3397%
Returns for 1 year0.582.4624%
Returns for 3 years7.282.53288%
Returns for 5 years41.7342.3299%
Returns for 10 years41.8845.2093%
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