Ad is loading...
FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
LK Balanced Institutional
Price$53.95
Change-$0.60 (-1.10%)
VolumeN/A
Net Assets30.05M
FBONX vs LKBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. LKBLX (30.1M). FBONX pays higher dividends than LKBLX: FBONX (2.50) vs LKBLX (1.82). FBONX was incepted earlier than LKBLX: FBONX (4 years) vs LKBLX (13 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 : 9.52 vs. LKBLX (2.12).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 2.913 | 3.810 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 30.1M | 803,987% |
| Annual Yield % from dividends | 2.50 | 1.82 | 137% |
| Returns for 1 year | 9.52 | 2.12 | 448% |
| Returns for 3 years | 20.16 | 6.14 | 328% |
| Returns for 5 years | N/A | 10.32 | - |
| Returns for 10 years | N/A | 34.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers