Ad is loading...
FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
LK Balanced Institutional
Price$53.60
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets29.89M
FBAFX vs LKBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. LKBLX (29.9M). FBAFX pays higher dividends than LKBLX: FBAFX (2.47) vs LKBLX (1.82). FBAFX was incepted earlier than LKBLX: FBAFX (4 years) vs LKBLX (13 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. LKBLX (18.00). 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 : 12.58 vs. LKBLX (6.54).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 1.981 | 3.136 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 29.9M | 802,676% |
| Annual Yield % from dividends | 2.47 | 1.82 | 136% |
| Returns for 1 year | 12.58 | 6.54 | 192% |
| Returns for 3 years | 14.73 | 0.97 | 1,526% |
| Returns for 5 years | N/A | 9.46 | - |
| Returns for 10 years | N/A | 38.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...