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LKBAX vs VBAIX
LKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIX
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
LKBAX vs VBAIX Comparison Chart
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LKBAX vs. VBAIX commentary
Feb 23, 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 Hold and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. LKBAX (113M). 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 : 9.08 vs. LKBAX (6.73). VBAIX return over 5 years is better than : 28.16 vs. LKBAX (18.84).
| 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 | 2.356 | 1.877 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 58.5B | 0% |
| Annual Yield % from dividends | 1.00 | 1.99 | 50% |
| Returns for 1 year | 6.73 | 9.08 | 74% |
| Returns for 3 years | 8.10 | 12.93 | 63% |
| Returns for 5 years | 18.84 | 28.16 | 67% |
| Returns for 10 years | 47.40 | 80.12 | 59% |
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