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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Jul 06, 2026
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: 288B vs. LKBAX (107M). LKBAX pays higher dividends than BALCX: LKBAX (1.42) vs BALCX (1.14). BALCX was incepted earlier than LKBAX: BALCX (25 years) vs LKBAX (29 years). BALCX (1.30) is less costly to investors than LKBAX (1.02). BALCX is a more actively managed with annual turnover of: 50.00 vs. LKBAX (6.00). 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 : 12.30 vs. LKBAX (0.31). BALCX return over 5 years is better than : 29.99 vs. LKBAX (2.88).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.30 | 0.80 | 163% |
| Annual Report Gross Expense Ratio | 1.30 | 1.02 | 127% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 8.876 | 1.980 | 448% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 107M | 269,159% |
| Annual Yield % from dividends | 1.14 | 1.42 | 80% |
| Returns for 1 year | 12.30 | 0.31 | 3,953% |
| Returns for 3 years | 39.03 | 16.34 | 239% |
| Returns for 5 years | 29.99 | 2.88 | 1,042% |
| Returns for 10 years | 76.31 | 53.59 | 142% |
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