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FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
LK Balanced Institutional
Price$50.00
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets25.26M
FBAFX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. LKBLX (25.3M). FBAFX pays higher dividends than LKBLX: FBAFX (1.90) vs LKBLX (1.52). 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 : 9.31 vs. LKBLX (-4.73). FBAFX return over 5 years is better than : 38.18 vs. LKBLX (4.52).
| 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 | 10.939 | -3.791 | -289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 25.3M | 1,063,241% |
| Annual Yield % from dividends | 1.90 | 1.52 | 125% |
| Returns for 1 year | 9.31 | -4.73 | -197% |
| Returns for 3 years | 39.03 | 2.01 | 1,943% |
| Returns for 5 years | 38.18 | 4.52 | 844% |
| Returns for 10 years | N/A | 35.99 | - |
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