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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Feb 05, 2026
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 Hold and LKBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. LKBAX (108M). LKBAX pays higher dividends than BALCX: LKBAX (1.40) vs BALCX (1.25). BALCX was incepted earlier than LKBAX: BALCX (25 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 : 10.51 vs. LKBAX (2.17). BALCX return over 5 years is better than : 31.49 vs. LKBAX (10.41).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.396 | 1.169 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 108M | 250,000% |
| Annual Yield % from dividends | 1.25 | 1.40 | 89% |
| Returns for 1 year | 10.51 | 2.17 | 484% |
| Returns for 3 years | 33.72 | 16.92 | 199% |
| Returns for 5 years | 31.49 | 10.41 | 303% |
| Returns for 10 years | 79.52 | 68.85 | 116% |
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