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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
LK Balanced Institutional
Price$51.85
Change-$1.18 (-2.23%)
VolumeN/A
CapitalizationN/A
FBONX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. LKBLX (29.1M). 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 : 12.79 vs. LKBLX (5.55).
| 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 | 11.771 | 4.693 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 29.1M | 828,179% |
| Annual Yield % from dividends | 2.50 | 1.82 | 137% |
| Returns for 1 year | 12.79 | 5.55 | 230% |
| Returns for 3 years | 14.13 | 0.46 | 3,089% |
| Returns for 5 years | N/A | 10.43 | - |
| Returns for 10 years | N/A | 28.43 | - |