Interact to see
Advertisement
Advertisement
CLBAX vs LKBAX
CLBAX vs LKBAX Comparison
Open Charts CLBAX vs LKBAX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CLBAX vs LKBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| CLBAX | LKBAX | CLBAX / LKBAX | |
| Total Expense Ratio | 0.58 | 0.80 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 8.073 | 6.011 | 134% |
| Front Load | 4% | 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 | 1.84 | 1.34 | 137% |
| Returns for 1 year | 7.84 | 6.24 | 126% |
| Returns for 3 years | 36.14 | 21.41 | 169% |
| Returns for 5 years | 43.26 | 26.06 | 166% |
| Returns for 10 years | 77.55 | 53.19 | 146% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement