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FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$32.97
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
LK Balanced Institutional
Price$50.29
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets25.74M
FBAFX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. LKBLX (25.7M). FBAFX pays higher dividends than LKBLX: FBAFX (2.22) vs LKBLX (1.59). FBAFX was incepted earlier than LKBLX: FBAFX (4 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. LKBLX (16.00). FBAFX has a lower initial minimum investment than LKBLX: FBAFX (250) vs LKBLX (50000). FBAFX annual gain was more profitable for investors over the last year : 2.84 vs. LKBLX (-4.68).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | 0.33 | 1.00 | 33% |
| Annual Report Gross Expense Ratio | 0.33 | 1.46 | 23% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | -3.604 | -3.560 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 25.7M | 875,486% |
| Annual Yield % from dividends | 2.22 | 1.59 | 139% |
| Returns for 1 year | 2.84 | -4.68 | -61% |
| Returns for 3 years | 12.01 | -4.09 | -294% |
| Returns for 5 years | N/A | 21.27 | - |
| Returns for 10 years | N/A | 24.19 | - |
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