Interact to see
Advertisement
Advertisement
FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
LK Balanced Institutional
Price$54.36
Change-$0.23 (-0.42%)
VolumeN/A
Net Assets24.96M
FBONX vs LKBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. LKBLX (25M). FBONX pays higher dividends than LKBLX: FBONX (1.97) vs LKBLX (1.54). FBONX was incepted earlier than LKBLX: FBONX (5 years) vs LKBLX (13 years). LKBLX (1.48) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). FBONX has a lower initial minimum investment than LKBLX: FBONX (250) vs LKBLX (50000). FBONX annual gain was more profitable for investors over the last year : 9.31 vs. LKBLX (-4.99). FBONX return over 5 years is better than : 42.66 vs. LKBLX (14.40).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.48 | 20% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 14.327 | 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 | 1.97 | 1.54 | 128% |
| Returns for 1 year | 9.31 | -4.99 | -187% |
| Returns for 3 years | 42.97 | 5.38 | 799% |
| Returns for 5 years | 42.66 | 14.40 | 296% |
| Returns for 10 years | N/A | 40.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement