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LKBAX vs VBIAX
LKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAX
Vanguard Balanced Index Adm
Price$49.99
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets58.27B
LKBAX vs VBIAX Comparison Chart in %
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LKBAX vs. VBIAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. LKBAX (114M). VBIAX pays higher dividends than LKBAX: VBIAX (2.09) vs LKBAX (1.34). 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 : 3.29 vs. LKBAX (2.45). VBIAX return over 5 years is better than : 30.58 vs. LKBAX (21.89).
| 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 | 4.806 | 3.561 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 58.3B | 0% |
| Annual Yield % from dividends | 1.34 | 2.09 | 64% |
| Returns for 1 year | 2.45 | 3.29 | 74% |
| Returns for 3 years | 20.37 | 26.96 | 76% |
| Returns for 5 years | 21.89 | 30.58 | 72% |
| Returns for 10 years | 48.76 | 83.32 | 59% |
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