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$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
LK Balanced Institutional
Price$55.66
Change+$0.39 (+0.71%)
VolumeN/A
Net Assets25.29M
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 (25.3M). FBAFX pays higher dividends than LKBLX: FBAFX (1.90) vs LKBLX (1.52). FBAFX was incepted earlier than LKBLX: FBAFX (5 years) vs LKBLX (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 : 9.57 vs. LKBLX (-5.95). FBAFX return over 5 years is better than : 42.71 vs. LKBLX (12.55).
| 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 | 16.857 | 6.600 | 255% |
| 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 | 9.57 | -5.95 | -161% |
| Returns for 3 years | 42.02 | 5.31 | 791% |
| Returns for 5 years | 42.71 | 12.55 | 340% |
| Returns for 10 years | N/A | 42.30 | - |