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FAIFX vs LKBLX
FAIFX vs LKBLX Comparison
Open Charts FAIFX vs LKBLX
American Funds Income Fund of Amer 529F2
Price$27.32
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets137.15B
LK Balanced Institutional
Price$54.49
Change-$0.28 (-0.51%)
VolumeN/A
Net Assets25.45M
FAIFX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FAIFX has more cash in the bank: 137B vs. LKBLX (25.4M). FAIFX pays higher dividends than LKBLX: FAIFX (3.79) vs LKBLX (1.54). FAIFX was incepted earlier than LKBLX: FAIFX (5 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FAIFX (0.36). FAIFX is a more actively managed with annual turnover of: 92.00 vs. LKBLX (16.00). FAIFX has a lower initial minimum investment than LKBLX: FAIFX (250) vs LKBLX (50000). FAIFX annual gain was more profitable for investors over the last year : 12.68 vs. LKBLX (-0.99).
| FAIFX | LKBLX | FAIFX / LKBLX | |
| Total Expense Ratio | 0.36 | 1.00 | 36% |
| Annual Report Gross Expense Ratio | 0.36 | 1.46 | 25% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 13.475 | 4.849 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 25.4M | 539,370% |
| Annual Yield % from dividends | 3.79 | 1.54 | 246% |
| Returns for 1 year | 12.68 | -0.99 | -1,283% |
| Returns for 3 years | 29.98 | 7.90 | 380% |
| Returns for 5 years | N/A | 21.29 | - |
| Returns for 10 years | N/A | 44.02 | - |
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