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FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
LK Balanced Institutional
Price$51.28
Change-$3.82 (-6.93%)
VolumeN/A
Net Assets26.03M
FBAFX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. LKBLX (26M). FBAFX pays higher dividends than LKBLX: FBAFX (2.11) vs LKBLX (1.48). FBAFX was incepted earlier than LKBLX: FBAFX (5 years) vs LKBLX (14 years). LKBLX (1.48) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). FBAFX has a lower initial minimum investment than LKBLX: FBAFX (250) vs LKBLX (50000). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. LKBLX (-3.06). FBAFX return over 5 years is better than : 39.18 vs. LKBLX (4.37).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | 0.34 | 1.00 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.48 | 23% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 2.481 | 3.221 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 26M | 1,038,462% |
| Annual Yield % from dividends | 2.11 | 1.48 | 143% |
| Returns for 1 year | 11.64 | -3.06 | -381% |
| Returns for 3 years | 37.86 | 3.05 | 1,243% |
| Returns for 5 years | 39.18 | 4.37 | 898% |
| Returns for 10 years | N/A | 49.66 | - |
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