CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
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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CLBAX vs LKBAX

Header iconCLBAX vs LKBAX Comparison
Open Charts CLBAX vs LKBAXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
LKCM Balanced
Price$29.03
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets115.91M
CLBAX vs LKBAX Comparison Chart in %
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CLBAX 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 CLBAX is a Buy and LKBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. LKBAX (116M). CLBAX pays higher dividends than LKBAX: CLBAX (1.84) vs LKBAX (1.34). CLBAX was incepted earlier than LKBAX: CLBAX (23 years) vs LKBAX (28 years). LKBAX (1.02) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBAX has a lower initial minimum investment than LKBAX: CLBAX (250) vs LKBAX (2000). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. LKBAX (6.24). CLBAX return over 5 years is better than : 43.26 vs. LKBAX (26.06).
CLBAXLKBAXCLBAX / LKBAX
Total Expense Ratio0.580.8072%
Annual Report Gross Expense Ratio0.581.0257%
Fund Existence23 years28 years-
Gain YTD8.0736.011134%
Front Load4%N/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets252B116M217,241%
Annual Yield % from dividends1.841.34137%
Returns for 1 year7.846.24126%
Returns for 3 years36.1421.41169%
Returns for 5 years43.2626.06166%
Returns for 10 years77.5553.19146%
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