CLBCX
Price
$36.86
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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CLBCX vs LKBAX

Header iconCLBCX vs LKBAX Comparison
Open Charts CLBCX vs LKBAXBanner chart's image
American Funds American Balanced 529C
Price$36.86
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
CLBCX vs LKBAX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and LKBAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. LKBAX (116M). LKBAX pays higher dividends than CLBCX: LKBAX (1.34) vs CLBCX (1.13). CLBCX was incepted earlier than LKBAX: CLBCX (23 years) vs LKBAX (28 years). CLBCX (1.35) is less costly to investors than LKBAX (1.02). CLBCX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBCX has a lower initial minimum investment than LKBAX: CLBCX (250) vs LKBAX (2000). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. LKBAX (6.24). CLBCX return over 5 years is better than : 37.95 vs. LKBAX (26.06).
CLBCXLKBAXCLBCX / LKBAX
Total Expense Ratio1.350.80169%
Annual Report Gross Expense Ratio1.351.02132%
Fund Existence23 years28 years-
Gain YTD7.6606.011127%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets252B116M217,241%
Annual Yield % from dividends1.131.3484%
Returns for 1 year7.046.24113%
Returns for 3 years33.0821.41154%
Returns for 5 years37.9526.06146%
Returns for 10 years64.6953.19122%
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