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FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
LK Balanced Institutional
Price$58.44
Change-$0.32 (-0.54%)
VolumeN/A
CapitalizationN/A
FBAFX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. LKBLX (29.8M). FBAFX pays higher dividends than LKBLX: FBAFX (2.47) vs LKBLX (1.82). FBAFX was incepted earlier than LKBLX: FBAFX (4 years) vs LKBLX (12 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 : 21.17 vs. LKBLX (13.41).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 14.313 | 13.586 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 29.8M | 791,946% |
| Annual Yield % from dividends | 2.47 | 1.82 | 136% |
| Returns for 1 year | 21.17 | 13.41 | 158% |
| Returns for 3 years | 12.79 | -2.88 | -444% |
| Returns for 5 years | N/A | 19.84 | - |
| Returns for 10 years | N/A | 35.12 | - |
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