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LKBAX vs VBAIX
LKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIX
Vanguard Balanced Index I
Price$52.64
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets60.99B
LKBAX vs VBAIX Comparison Chart in %
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LKBAX vs. VBAIX commentary
Oct 08, 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: 61B vs. LKBAX (114M). VBAIX pays higher dividends than LKBAX: VBAIX (2.03) vs LKBAX (1.33). 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 : 8.62 vs. LKBAX (5.48). VBAIX return over 5 years is better than : 32.73 vs. LKBAX (19.38).
| 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 | 8.865 | 10.022 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 61B | 0% |
| Annual Yield % from dividends | 1.33 | 2.03 | 66% |
| Returns for 1 year | 5.48 | 8.62 | 64% |
| Returns for 3 years | 29.46 | 42.47 | 69% |
| Returns for 5 years | 19.38 | 32.73 | 59% |
| Returns for 10 years | 61.73 | 100.65 | 61% |
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