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FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
LK Balanced Institutional
Price$55.15
Change-$0.39 (-0.70%)
VolumeN/A
Net Assets25.4M
FBONX vs LKBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. LKBLX (25.4M). FBONX pays higher dividends than LKBLX: FBONX (1.97) vs LKBLX (1.54). FBONX was incepted earlier than LKBLX: FBONX (5 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. LKBLX (10.00). FBONX has a lower initial minimum investment than LKBLX: FBONX (250) vs LKBLX (50000). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. LKBLX (-4.40). FBONX return over 5 years is better than : 45.24 vs. LKBLX (17.39).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 16.506 | 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 | 1.97 | 1.54 | 128% |
| Returns for 1 year | 10.27 | -4.40 | -233% |
| Returns for 3 years | 45.55 | 7.51 | 606% |
| Returns for 5 years | 45.24 | 17.39 | 260% |
| Returns for 10 years | N/A | 45.05 | - |