CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
LKBAX
Price
$29.31
Change
+$0.08 (+0.27%)
Updated
Jul 25 closing price
Net Assets
116.51M
Interact to see
Advertisement

CLBCX vs LKBAX

Header iconCLBCX vs LKBAX Comparison
Open Charts CLBCX vs LKBAXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
LKCM Balanced
Price$29.31
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets116.51M
CLBCX vs LKBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBCX vs. LKBAX commentary
Jul 28, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. LKBAX (117M). 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 : 9.42 vs. LKBAX (6.92). CLBCX return over 5 years is better than : 36.20 vs. LKBAX (24.38).
CLBCXLKBAXCLBCX / LKBAX
Total Expense Ratio1.350.80169%
Annual Report Gross Expense Ratio1.351.02132%
Fund Existence23 years28 years-
Gain YTD8.5367.033121%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets254B117M217,094%
Annual Yield % from dividends1.131.3484%
Returns for 1 year9.426.92136%
Returns for 3 years32.7320.58159%
Returns for 5 years36.2024.38148%
Returns for 10 years64.6953.25121%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GBCIX19.090.09
+0.47%
Gabelli Dividend Growth I
NWHUX33.540.15
+0.45%
Nationwide Bailard Tech & Sci Instl Svc
AEYGX36.000.11
+0.31%
American Century Equity Growth R5
AMVGX16.520.05
+0.30%
American Century Mid Cap Value R5
AWSAX17.120.02
+0.12%
Invesco Global Core Equity A