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FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
LK Balanced Institutional
Price$54.36
Change-$0.23 (-0.42%)
VolumeN/A
Net Assets24.96M
FBAFX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. LKBLX (25M). FBAFX pays higher dividends than LKBLX: FBAFX (1.94) vs LKBLX (1.54). FBAFX was incepted earlier than LKBLX: FBAFX (5 years) vs LKBLX (13 years). LKBLX (1.48) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). 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 : 9.27 vs. LKBLX (-4.99). FBAFX return over 5 years is better than : 42.37 vs. LKBLX (14.40).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | 0.34 | 1.00 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.48 | 23% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 14.295 | 5.041 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 25M | 1,052,000% |
| Annual Yield % from dividends | 1.94 | 1.54 | 126% |
| Returns for 1 year | 9.27 | -4.99 | -186% |
| Returns for 3 years | 42.83 | 5.38 | 796% |
| Returns for 5 years | 42.37 | 14.40 | 294% |
| Returns for 10 years | N/A | 40.58 | - |
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