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LKBAX vs VBAIX
LKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIX
Vanguard Balanced Index I
Price$48.53
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets56.6B
LKBAX vs VBAIX Comparison Chart
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LKBAX vs. VBAIX commentary
Jun 07, 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 Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. LKBAX (112M). VBAIX pays higher dividends than LKBAX: VBAIX (2.15) vs LKBAX (1.30). LKBAX was incepted earlier than VBAIX: LKBAX (27 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 : 4.70 vs. LKBAX (4.04). VBAIX return over 5 years is better than : 28.79 vs. LKBAX (19.87).
| 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 | 27 years | 25 years | - |
| Gain YTD | 2.384 | 0.828 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 56.6B | 0% |
| Annual Yield % from dividends | 1.30 | 2.15 | 61% |
| Returns for 1 year | 4.04 | 4.70 | 86% |
| Returns for 3 years | 10.57 | 18.59 | 57% |
| Returns for 5 years | 19.87 | 28.79 | 69% |
| Returns for 10 years | 47.23 | 80.59 | 59% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LVHD | 39.52 | -0.05 | -0.13% |
| Franklin U.S. Low Volatility Hi Div ETF | |||
| ANEW | 48.87 | -0.10 | -0.20% |
| ProShares MSCI Trnsfmtnl Chngs ETF | |||
| ANGL | 28.62 | -0.06 | -0.21% |
| VanEck Fallen Angel HiYld Bd ETF | |||
| SPDV | 31.45 | -0.14 | -0.44% |
| AAM S&P 500 High Dividend Value ETF | |||
| EHI | 6.37 | -0.07 | -1.09% |
| Western Asset Global High Income Fund | |||