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LKBAX vs VBIAX
LKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAX
Vanguard Balanced Index Adm
Price$50.80
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets58.79B
LKBAX vs VBIAX Comparison Chart in %
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LKBAX vs. VBIAX commentary
Aug 10, 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.8B vs. LKBAX (115M). VBIAX pays higher dividends than LKBAX: VBIAX (2.06) vs LKBAX (1.33). LKBAX was incepted earlier than VBIAX: LKBAX (28 years) vs VBIAX (25 years). LKBAX (1.02) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. LKBAX (15.00). 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 : 9.05 vs. LKBAX (7.63). VBIAX return over 5 years is better than : 29.45 vs. LKBAX (20.64).
| LKBAX | VBIAX | LKBAX / VBIAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 6.778 | 5.577 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 58.8B | 0% |
| Annual Yield % from dividends | 1.33 | 2.06 | 64% |
| Returns for 1 year | 7.63 | 9.05 | 84% |
| Returns for 3 years | 16.79 | 23.58 | 71% |
| Returns for 5 years | 20.64 | 29.45 | 70% |
| Returns for 10 years | 53.03 | 88.44 | 60% |