Ad is loading...
LKBAX vs VBAIX
LKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIX
Vanguard Balanced Index I
Price$50.46
Change-$0.22 (-0.43%)
VolumeN/A
CapitalizationN/A
LKBAX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LKBAX vs. VBAIX commentary
Nov 15, 2024
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: 57.2B vs. LKBAX (120M). VBAIX pays higher dividends than LKBAX: VBAIX (1.99) vs LKBAX (1.00). LKBAX was incepted earlier than VBAIX: LKBAX (27 years) vs VBAIX (24 years). VBAIX is a more actively managed with annual turnover of: 19.00 vs. LKBAX (11.00). 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 : 19.38 vs. LKBAX (17.77). VBAIX return over 5 years is better than : 38.00 vs. LKBAX (23.72).
| LKBAX | VBAIX | LKBAX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 14.070 | 14.780 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 57.2B | 0% |
| Annual Yield % from dividends | 1.00 | 1.99 | 50% |
| Returns for 1 year | 17.77 | 19.38 | 92% |
| Returns for 3 years | -0.60 | 5.12 | -12% |
| Returns for 5 years | 23.72 | 38.00 | 62% |
| Returns for 10 years | 52.92 | 90.79 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...