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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
LK Balanced Institutional
Price$58.44
Change-$0.32 (-0.54%)
VolumeN/A
CapitalizationN/A
FBONX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. LKBLX (29.8M). FBONX pays higher dividends than LKBLX: FBONX (2.50) vs LKBLX (1.82). FBONX was incepted earlier than LKBLX: FBONX (4 years) vs LKBLX (12 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. LKBLX (18.00). 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 : 21.23 vs. LKBLX (13.41).
| FBONX | LKBLX | FBONX / 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 | 14.314 | 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 | 2.50 | 1.82 | 137% |
| Returns for 1 year | 21.23 | 13.41 | 158% |
| Returns for 3 years | 12.91 | -2.88 | -448% |
| Returns for 5 years | N/A | 19.84 | - |
| Returns for 10 years | N/A | 35.12 | - |