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BALCX vs LKBAX
BALCX vs LKBAX Comparison
Open Charts BALCX vs LKBAX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
BALCX vs LKBAX Comparison Chart in %
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BALCX vs. LKBAX commentary
Sep 09, 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: 259B vs. LKBAX (115M). LKBAX pays higher dividends than BALCX: LKBAX (1.32) vs BALCX (1.16). 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 : 10.89 vs. LKBAX (6.42). BALCX return over 5 years is better than : 36.42 vs. LKBAX (19.63).
| 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 | 11.277 | 7.179 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 115M | 225,217% |
| Annual Yield % from dividends | 1.16 | 1.32 | 88% |
| Returns for 1 year | 10.89 | 6.42 | 170% |
| Returns for 3 years | 34.57 | 17.69 | 195% |
| Returns for 5 years | 36.42 | 19.63 | 186% |
| Returns for 10 years | 69.02 | 61.17 | 113% |
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