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LKBAX vs VBIAX
LKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAX
Vanguard Balanced Index Adm
Price$50.45
Change-$0.22 (-0.43%)
VolumeN/A
CapitalizationN/A
LKBAX vs VBIAX Comparison Chart
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LKBAX vs. VBIAX commentary
Nov 15, 2024
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: 57.2B vs. LKBAX (120M). VBIAX pays higher dividends than LKBAX: VBIAX (1.98) vs LKBAX (1.00). LKBAX was incepted earlier than VBIAX: LKBAX (27 years) vs VBIAX (24 years). 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 : 19.38 vs. LKBAX (17.77). VBIAX return over 5 years is better than : 37.97 vs. LKBAX (23.72).
| LKBAX | VBIAX | LKBAX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 14.070 | 14.778 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 57.2B | 0% |
| Annual Yield % from dividends | 1.00 | 1.98 | 51% |
| Returns for 1 year | 17.77 | 19.38 | 92% |
| Returns for 3 years | -0.60 | 5.10 | -12% |
| Returns for 5 years | 23.72 | 37.97 | 62% |
| Returns for 10 years | 52.92 | 90.65 | 58% |
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