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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
LK Balanced Institutional
Price$50.29
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets25.74M
FBONX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. LKBLX (25.7M). FBONX pays higher dividends than LKBLX: FBONX (2.26) vs LKBLX (1.59). FBONX was incepted earlier than LKBLX: FBONX (4 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: 171.00 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 : 2.88 vs. LKBLX (-4.68).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | -3.622 | -3.560 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 25.7M | 875,486% |
| Annual Yield % from dividends | 2.26 | 1.59 | 142% |
| Returns for 1 year | 2.88 | -4.68 | -61% |
| Returns for 3 years | 12.09 | -4.09 | -296% |
| Returns for 5 years | N/A | 21.27 | - |
| Returns for 10 years | N/A | 24.19 | - |
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