LKBAX
Price
$28.55
Change
-$1.05 (-3.55%)
Updated
Feb 3 closing price
Net Assets
107.91M
VBAIX
Price
$52.27
Change
-$0.46 (-0.87%)
Updated
Feb 3 closing price
Net Assets
61.23B
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LKBAX vs VBAIX

Header iconLKBAX vs VBAIX Comparison
Open Charts LKBAX vs VBAIXBanner chart's image
LKCM Balanced
Price$28.55
Change-$1.05 (-3.55%)
VolumeN/A
Net Assets107.91M
Vanguard Balanced Index I
Price$52.27
Change-$0.46 (-0.87%)
VolumeN/A
Net Assets61.23B
LKBAX vs VBAIX Comparison Chart in %
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LKBAX vs. VBAIX commentary
Feb 05, 2026

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 LKBAX is a Buy and VBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 61.2B vs. LKBAX (108M). VBAIX pays higher dividends than LKBAX: VBAIX (2.06) vs LKBAX (1.40). LKBAX was incepted earlier than VBAIX: LKBAX (28 years) vs VBAIX (25 years). LKBAX (1.02) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. LKBAX (15.00). LKBAX has a lower initial minimum investment than VBAIX: LKBAX (2000) vs VBAIX (5000000). VBAIX annual gain was more profitable for investors over the last year : 7.61 vs. LKBAX (2.17). VBAIX return over 5 years is better than : 22.03 vs. LKBAX (10.41).
LKBAXVBAIXLKBAX / VBAIX
Total Expense Ratio0.800.061,333%
Annual Report Gross Expense Ratio1.020.061,700%
Fund Existence28 years25 years-
Gain YTD1.1690.888132%
Front LoadN/AN/A-
Min. Initial Investment200050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets108M61.2B0%
Annual Yield % from dividends1.402.0668%
Returns for 1 year2.177.6129%
Returns for 3 years16.9228.8559%
Returns for 5 years10.4122.0347%
Returns for 10 years68.85108.9063%
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