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LKBAX vs VBAIX
LKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIX
Vanguard Balanced Index I
Price$49.99
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets58.27B
LKBAX vs VBAIX Comparison Chart in %
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LKBAX vs. VBAIX commentary
Jul 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LKBAX is a StrongBuy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.3B vs. LKBAX (114M). VBAIX pays higher dividends than LKBAX: VBAIX (2.10) vs LKBAX (1.34). LKBAX was incepted earlier than VBAIX: LKBAX (28 years) vs VBAIX (25 years). LKBAX (1.02) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. LKBAX (15.00). LKBAX has a lower initial minimum investment than VBAIX: LKBAX (2000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 3.30 vs. LKBAX (2.45). VBAIX return over 5 years is better than : 30.61 vs. LKBAX (21.89).
| LKBAX | VBAIX | LKBAX / VBAIX | |
| Total Expense Ratio | 0.80 | 0.06 | 1,333% |
| Annual Report Gross Expense Ratio | 1.02 | 0.06 | 1,700% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 4.806 | 3.564 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 58.3B | 0% |
| Annual Yield % from dividends | 1.34 | 2.10 | 64% |
| Returns for 1 year | 2.45 | 3.30 | 74% |
| Returns for 3 years | 20.37 | 26.98 | 76% |
| Returns for 5 years | 21.89 | 30.61 | 72% |
| Returns for 10 years | 48.76 | 83.45 | 58% |
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