CLBFX
Price
$37.32
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
LKBAX
Price
$29.39
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
115.68M
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CLBFX vs LKBAX

Header iconCLBFX vs LKBAX Comparison
Open Charts CLBFX vs LKBAXBanner chart's image
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
LKCM Balanced
Price$29.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets115.68M
CLBFX vs LKBAX Comparison Chart in %
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CLBFX vs. LKBAX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. LKBAX (116M). CLBFX pays higher dividends than LKBAX: CLBFX (1.97) vs LKBAX (1.33). 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 : 8.11 vs. LKBAX (6.37). CLBFX return over 5 years is better than : 40.98 vs. LKBAX (20.50).
CLBFXLKBAXCLBFX / LKBAX
Total Expense Ratio0.670.8084%
Annual Report Gross Expense Ratio0.671.0266%
Fund Existence23 years28 years-
Gain YTD9.8477.326134%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets256B116M220,690%
Annual Yield % from dividends1.971.33149%
Returns for 1 year8.116.37127%
Returns for 3 years31.1513.69227%
Returns for 5 years40.9820.50200%
Returns for 10 years82.3253.22155%
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