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FAIFX vs LKBLX
FAIFX vs LKBLX Comparison
Open Charts FAIFX vs LKBLX
American Funds Income Fund of Amer 529F2
Price$27.03
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.04B
LK Balanced Institutional
Price$53.57
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets25.2M
FAIFX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FAIFX has more cash in the bank: 136B vs. LKBLX (25.2M). FAIFX pays higher dividends than LKBLX: FAIFX (3.89) vs LKBLX (1.59). 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 : 11.79 vs. LKBLX (-2.89).
| 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 | 12.312 | 3.079 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 25.2M | 539,683% |
| Annual Yield % from dividends | 3.89 | 1.59 | 245% |
| Returns for 1 year | 11.79 | -2.89 | -408% |
| Returns for 3 years | 25.82 | 4.13 | 626% |
| Returns for 5 years | N/A | 18.12 | - |
| Returns for 10 years | N/A | 42.92 | - |
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