BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
LKBAX
Price
$29.31
Change
+$0.08 (+0.27%)
Updated
Jul 25 closing price
Net Assets
116.51M
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BALCX vs LKBAX

Header iconBALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
LKCM Balanced
Price$29.31
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets116.51M
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Jul 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 BALCX is a Buy and LKBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. LKBAX (117M). LKBAX pays higher dividends than BALCX: LKBAX (1.34) vs BALCX (1.19). BALCX was incepted earlier than LKBAX: BALCX (24 years) vs LKBAX (28 years). BALCX (1.31) is less costly to investors than LKBAX (1.02). BALCX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). BALCX has a lower initial minimum investment than LKBAX: BALCX (250) vs LKBAX (2000). BALCX annual gain was more profitable for investors over the last year : 9.43 vs. LKBAX (6.92). BALCX return over 5 years is better than : 35.43 vs. LKBAX (24.38).
BALCXLKBAXBALCX / LKBAX
Total Expense Ratio1.310.80164%
Annual Report Gross Expense Ratio1.311.02128%
Fund Existence24 years28 years-
Gain YTD8.5977.033122%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets254B117M217,094%
Annual Yield % from dividends1.191.3489%
Returns for 1 year9.436.92136%
Returns for 3 years32.2020.58156%
Returns for 5 years35.4324.38145%
Returns for 10 years58.2153.25109%
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