LKBAX
Price
$26.87
Change
+$0.05 (+0.19%)
Updated
Apr 25 closing price
Net Assets
107.64M
VBIAX
Price
$46.33
Change
+$0.25 (+0.54%)
Updated
Apr 25 closing price
Net Assets
55.53B
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LKBAX vs VBIAX

Header iconLKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAXBanner chart's image
LKCM Balanced
Price$26.87
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets107.64M
Vanguard Balanced Index Adm
Price$46.33
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets55.53B
LKBAX vs VBIAX Comparison Chart
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LKBAX vs. VBIAX commentary
Apr 28, 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 VBIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. LKBAX (108M). 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 : 4.29 vs. LKBAX (1.99). VBIAX return over 5 years is better than : 32.91 vs. LKBAX (25.89).
LKBAXVBIAXLKBAX / VBIAX
Total Expense Ratio0.800.071,143%
Annual Report Gross Expense Ratio1.040.071,486%
Fund Existence27 years24 years-
Gain YTD-2.237-4.06155%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets108M55.5B0%
Annual Yield % from dividends1.332.2160%
Returns for 1 year1.994.2946%
Returns for 3 years6.2311.3155%
Returns for 5 years25.8932.9179%
Returns for 10 years39.7069.2257%
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