BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
LKBAX
Price
$29.03
Change
+$0.14 (+0.48%)
Updated
Jul 3 closing price
Net Assets
115.91M
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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$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
LKCM Balanced
Price$29.03
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets115.91M
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Jul 07, 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: 252B vs. LKBAX (116M). 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 : 7.03 vs. LKBAX (6.24). BALCX return over 5 years is better than : 37.14 vs. LKBAX (26.06).
BALCXLKBAXBALCX / LKBAX
Total Expense Ratio1.310.80164%
Annual Report Gross Expense Ratio1.311.02128%
Fund Existence24 years28 years-
Gain YTD7.6846.011128%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets252B116M217,241%
Annual Yield % from dividends1.191.3489%
Returns for 1 year7.036.24113%
Returns for 3 years32.5121.41152%
Returns for 5 years37.1426.06142%
Returns for 10 years58.1653.19109%
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