Interact to see
Advertisement
Advertisement
FBAFX vs LKBLX
FBAFX vs LKBLX Comparison
Open Charts FBAFX vs LKBLX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
LK Balanced Institutional
Price$55.15
Change-$0.39 (-0.70%)
VolumeN/A
Net Assets25.4M
FBAFX vs LKBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. LKBLX (25.4M). FBAFX pays higher dividends than LKBLX: FBAFX (1.94) vs LKBLX (1.54). FBAFX was incepted earlier than LKBLX: FBAFX (5 years) vs LKBLX (13 years). LKBLX (1.46) 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 : 10.25 vs. LKBLX (-4.40). FBAFX return over 5 years is better than : 44.98 vs. LKBLX (17.39).
| FBAFX | LKBLX | FBAFX / LKBLX | |
| Total Expense Ratio | 0.34 | 1.00 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.46 | 23% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 16.503 | 6.869 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 25.4M | 1,059,055% |
| Annual Yield % from dividends | 1.94 | 1.54 | 126% |
| Returns for 1 year | 10.25 | -4.40 | -233% |
| Returns for 3 years | 45.39 | 7.51 | 604% |
| Returns for 5 years | 44.98 | 17.39 | 259% |
| Returns for 10 years | N/A | 45.05 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement