Interact to see
Advertisement
Advertisement
LKBAX vs VBIAX
LKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAX
Vanguard Balanced Index Adm
Price$52.42
Change-$0.11 (-0.21%)
VolumeN/A
Net Assets61.23B
LKBAX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LKBAX vs. VBIAX commentary
Jan 15, 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 StrongBuy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61.2B vs. LKBAX (109M). VBIAX pays higher dividends than LKBAX: VBIAX (2.07) vs LKBAX (1.41). LKBAX was incepted earlier than VBIAX: LKBAX (28 years) vs VBIAX (25 years). LKBAX (1.02) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. LKBAX (15.00). LKBAX has a lower initial minimum investment than VBIAX: LKBAX (2000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 10.44 vs. LKBAX (5.17). VBIAX return over 5 years is better than : 24.40 vs. LKBAX (11.10).
| LKBAX | VBIAX | LKBAX / VBIAX | |
| Total Expense Ratio | 0.80 | 0.07 | 1,143% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 1.276 | 1.197 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 61.2B | 0% |
| Annual Yield % from dividends | 1.41 | 2.07 | 68% |
| Returns for 1 year | 5.17 | 10.44 | 50% |
| Returns for 3 years | 17.88 | 32.39 | 55% |
| Returns for 5 years | 11.10 | 24.40 | 45% |
| Returns for 10 years | 68.39 | 109.61 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement