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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$37.05
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
LK Balanced Institutional
Price$52.46
Change-$0.20 (-0.38%)
VolumeN/A
Net Assets24.79M
FBONX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. LKBLX (24.8M). FBONX pays higher dividends than LKBLX: FBONX (2.08) vs LKBLX (1.59). FBONX was incepted earlier than LKBLX: FBONX (5 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (16.00). 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 : 11.70 vs. LKBLX (-2.27).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 8.736 | 1.328 | 658% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 24.8M | 1,020,161% |
| Annual Yield % from dividends | 2.08 | 1.59 | 131% |
| Returns for 1 year | 11.70 | -2.27 | -516% |
| Returns for 3 years | 33.10 | 4.43 | 746% |
| Returns for 5 years | N/A | 16.58 | - |
| Returns for 10 years | N/A | 34.32 | - |
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