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FIFAX vs LKBLX
FIFAX vs LKBLX Comparison
Open Charts FIFAX vs LKBLX
American Funds Income Fund of Amer F3
Price$27.01
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets136.04B
LK Balanced Institutional
Price$53.57
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets25.2M
FIFAX vs LKBLX Comparison Chart in %
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FIFAX vs. LKBLX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIFAX is a Hold and LKBLX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 136B vs. LKBLX (25.2M). FIFAX pays higher dividends than LKBLX: FIFAX (3.98) vs LKBLX (1.59). FIFAX was incepted earlier than LKBLX: FIFAX (9 years) vs LKBLX (13 years). LKBLX (1.46) is less costly to investors than FIFAX (0.27). FIFAX is a more actively managed with annual turnover of: 92.00 vs. LKBLX (16.00). LKBLX has a lower initial minimum investment than FIFAX: LKBLX (50000) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 11.15 vs. LKBLX (-2.89). FIFAX return over 5 years is better than : 40.16 vs. LKBLX (18.12).
| FIFAX | LKBLX | FIFAX / LKBLX | |
| Total Expense Ratio | 0.27 | 1.00 | 27% |
| Annual Report Gross Expense Ratio | 0.27 | 1.46 | 18% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.327 | 3.079 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 25.2M | 539,683% |
| Annual Yield % from dividends | 3.98 | 1.59 | 250% |
| Returns for 1 year | 11.15 | -2.89 | -386% |
| Returns for 3 years | 24.15 | 4.13 | 585% |
| Returns for 5 years | 40.16 | 18.12 | 222% |
| Returns for 10 years | N/A | 42.92 | - |
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