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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
LK Balanced Institutional
Price$53.60
Change+$0.21 (+0.39%)
VolumeN/A
Net Assets29.89M
FBONX vs LKBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. LKBLX (29.9M). 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 : 12.59 vs. LKBLX (6.54).
| 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 | 1.952 | 3.136 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 29.9M | 802,676% |
| Annual Yield % from dividends | 2.50 | 1.82 | 137% |
| Returns for 1 year | 12.59 | 6.54 | 192% |
| Returns for 3 years | 14.84 | 0.97 | 1,538% |
| Returns for 5 years | N/A | 9.46 | - |
| Returns for 10 years | N/A | 38.67 | - |
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