Interact to see
Advertisement
Advertisement
FBONX vs LKBLX
FBONX vs LKBLX Comparison
Open Charts FBONX vs LKBLX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
LK Balanced Institutional
Price$51.28
Change-$3.82 (-6.93%)
VolumeN/A
Net Assets26.03M
FBONX vs LKBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. LKBLX (26M). FBONX pays higher dividends than LKBLX: FBONX (2.14) vs LKBLX (1.48). FBONX was incepted earlier than LKBLX: FBONX (5 years) vs LKBLX (14 years). LKBLX (1.48) 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 : 11.66 vs. LKBLX (-3.06). FBONX return over 5 years is better than : 39.41 vs. LKBLX (4.37).
| FBONX | LKBLX | FBONX / LKBLX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.48 | 20% |
| 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 | 2.14 | 1.48 | 145% |
| Returns for 1 year | 11.66 | -3.06 | -381% |
| Returns for 3 years | 37.96 | 3.05 | 1,246% |
| Returns for 5 years | 39.41 | 4.37 | 903% |
| Returns for 10 years | N/A | 49.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RGTU | 9.38 | 0.46 | +5.16% |
| Tradr 2X Long RGTI Daily ETF | |||
| AGLD.X | 0.234035 | 0.003514 | +1.52% |
| Adventure Gold cryptocurrency | |||
| WISE | 37.00 | -0.77 | -2.05% |
| Themes Generative Artificial Int ETF | |||
| MOB.X | 0.250243 | -0.006904 | -2.68% |
| MobileCoin cryptocurrency | |||
| NEO.X | 3.175453 | -0.101174 | -3.09% |
| Neo cryptocurrency | |||