CLBFX
Price
$36.75
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
Interact to see
Advertisement

CLBFX vs LKBAX

Header iconCLBFX vs LKBAX Comparison
Open Charts CLBFX vs LKBAXBanner chart's image
American Funds American Balanced 529F
Price$36.75
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
CLBFX vs LKBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBFX 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 CLBFX is a Buy and LKBAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. LKBAX (116M). CLBFX pays higher dividends than LKBAX: CLBFX (1.99) vs LKBAX (1.34). CLBFX was incepted earlier than LKBAX: CLBFX (23 years) vs LKBAX (28 years). LKBAX (1.02) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. LKBAX (15.00). CLBFX has a lower initial minimum investment than LKBAX: CLBFX (250) vs LKBAX (2000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. LKBAX (6.24). CLBFX return over 5 years is better than : 44.49 vs. LKBAX (26.06).
CLBFXLKBAXCLBFX / LKBAX
Total Expense Ratio0.670.8084%
Annual Report Gross Expense Ratio0.671.0266%
Fund Existence23 years28 years-
Gain YTD8.1696.011136%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets252B116M217,241%
Annual Yield % from dividends1.991.34148%
Returns for 1 year8.026.24129%
Returns for 3 years36.8021.41172%
Returns for 5 years44.4926.06171%
Returns for 10 years81.1453.19153%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LUCK9.800.01
+0.10%
Lucky Strike Entertainment Corporation
COTY5.09N/A
N/A
COTY
MREO2.87N/A
N/A
Mereo BioPharma Group plc
PRFX1.40N/A
N/A
PainReform Ltd
PET0.17-0.01
-3.51%
Wag! Group Co