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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
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.
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).
| BALCX | LKBAX | BALCX / LKBAX | |
| Total Expense Ratio | 1.31 | 0.80 | 164% |
| Annual Report Gross Expense Ratio | 1.31 | 1.02 | 128% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 7.684 | 6.011 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 116M | 217,241% |
| Annual Yield % from dividends | 1.19 | 1.34 | 89% |
| Returns for 1 year | 7.03 | 6.24 | 113% |
| Returns for 3 years | 32.51 | 21.41 | 152% |
| Returns for 5 years | 37.14 | 26.06 | 142% |
| Returns for 10 years | 58.16 | 53.19 | 109% |
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