LKBAX
Price
$29.48
Change
+$0.02 (+0.07%)
Updated
Oct 17 closing price
Net Assets
112.32M
VBIAX
Price
$52.55
Change
+$0.12 (+0.23%)
Updated
Oct 17 closing price
Net Assets
60.99B
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LKBAX vs VBIAX

Header iconLKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAXBanner chart's image
LKCM Balanced
Price$29.48
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets112.32M
Vanguard Balanced Index Adm
Price$52.55
Change+$0.12 (+0.23%)
VolumeN/A
Net Assets60.99B
LKBAX vs VBIAX Comparison Chart in %
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LKBAX vs. VBIAX commentary
Oct 21, 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 LKBAX is a StrongBuy and VBIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 61B vs. LKBAX (112M). VBIAX pays higher dividends than LKBAX: VBIAX (2.02) vs LKBAX (1.33). 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 : 6.48 vs. LKBAX (2.72). VBIAX return over 5 years is better than : 31.23 vs. LKBAX (17.60).
LKBAXVBIAXLKBAX / VBIAX
Total Expense Ratio0.800.071,143%
Annual Report Gross Expense Ratio1.020.071,457%
Fund Existence28 years25 years-
Gain YTD8.0229.60184%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets112M61B0%
Annual Yield % from dividends1.332.0266%
Returns for 1 year2.726.4842%
Returns for 3 years26.2840.5365%
Returns for 5 years17.6031.2356%
Returns for 10 years60.0898.8661%
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