LKBAX
Price
$29.27
Change
-$0.28 (-0.95%)
Updated
Nov 13 closing price
Net Assets
112.17M
VBIAX
Price
$52.72
Change
-$0.64 (-1.20%)
Updated
Nov 13 closing price
Net Assets
61.72B
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LKBAX vs VBIAX

Header iconLKBAX vs VBIAX Comparison
Open Charts LKBAX vs VBIAXBanner chart's image
LKCM Balanced
Price$29.27
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets112.17M
Vanguard Balanced Index Adm
Price$52.72
Change-$0.64 (-1.20%)
VolumeN/A
Net Assets61.72B
LKBAX vs VBIAX Comparison Chart in %
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LKBAX vs. VBIAX commentary
Nov 14, 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: 61.7B vs. LKBAX (112M). VBIAX pays higher dividends than LKBAX: VBIAX (1.99) vs LKBAX (1.34). 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 : 6.75 vs. LKBAX (0.95). VBIAX return over 5 years is better than : 30.81 vs. LKBAX (13.89).
LKBAXVBIAXLKBAX / VBIAX
Total Expense Ratio0.800.071,143%
Annual Report Gross Expense Ratio1.020.071,457%
Fund Existence28 years25 years-
Gain YTD7.25211.29164%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets112M61.7B0%
Annual Yield % from dividends1.341.9967%
Returns for 1 year0.956.7514%
Returns for 3 years19.4935.8854%
Returns for 5 years13.8930.8145%
Returns for 10 years56.98103.1755%
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