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LKBAX vs VBIAX
LKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAX
Vanguard Balanced Index Adm
Price$45.72
Change-$1.31 (-2.79%)
VolumeN/A
Net Assets58.22B
LKBAX vs VBIAX Comparison Chart
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LKBAX vs. VBIAX commentary
Apr 05, 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.2B vs. LKBAX (110M). VBIAX pays higher dividends than LKBAX: VBIAX (2.21) vs LKBAX (1.33). LKBAX was incepted earlier than VBIAX: LKBAX (27 years) vs VBIAX (24 years). LKBAX (1.04) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 19.00 vs. LKBAX (11.00). LKBAX has a lower initial minimum investment than VBIAX: LKBAX (2000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 3.03 vs. LKBAX (2.46). VBIAX return over 5 years is better than : 47.55 vs. LKBAX (42.32).
| LKBAX | VBIAX | LKBAX / VBIAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 1.04 | 0.07 | 1,486% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 0.237 | -2.611 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 58.2B | 0% |
| Annual Yield % from dividends | 1.33 | 2.21 | 60% |
| Returns for 1 year | 2.46 | 3.03 | 81% |
| Returns for 3 years | 2.53 | 5.53 | 46% |
| Returns for 5 years | 42.32 | 47.55 | 89% |
| Returns for 10 years | 45.20 | 72.92 | 62% |
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