Correlation
The correlation between LKBAX and FXAIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
LKBAX vs. FXAIX
Compare and contrast key facts about LKCM Balanced Fund (LKBAX) and Fidelity 500 Index Fund (FXAIX).
LKBAX is managed by LKCM. It was launched on Dec 29, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LKBAX or FXAIX.
Performance
LKBAX vs. FXAIX - Performance Comparison
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Key characteristics
LKBAX:
0.44
FXAIX:
0.75
LKBAX:
0.55
FXAIX:
1.07
LKBAX:
1.08
FXAIX:
1.15
LKBAX:
0.29
FXAIX:
0.72
LKBAX:
0.89
FXAIX:
2.73
LKBAX:
4.73%
FXAIX:
4.85%
LKBAX:
12.09%
FXAIX:
19.78%
LKBAX:
-33.10%
FXAIX:
-33.79%
LKBAX:
-5.18%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, LKBAX achieves a 1.91% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, LKBAX has underperformed FXAIX with an annualized return of 4.10%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
LKBAX
1.91%
3.36%
-4.98%
4.40%
3.65%
4.49%
4.10%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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LKBAX vs. FXAIX - Expense Ratio Comparison
LKBAX has a 0.80% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LKBAX vs. FXAIX — Risk-Adjusted Performance Rank
LKBAX
FXAIX
LKBAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Balanced Fund (LKBAX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
LKBAX vs. FXAIX - Dividend Comparison
LKBAX's dividend yield for the trailing twelve months is around 4.69%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKBAX LKCM Balanced Fund | 4.69% | 4.60% | 3.49% | 3.59% | 4.41% | 4.19% | 5.95% | 3.02% | 4.09% | 5.06% | 3.51% | 3.52% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
LKBAX vs. FXAIX - Drawdown Comparison
The maximum LKBAX drawdown since its inception was -33.10%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LKBAX and FXAIX.
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Volatility
LKBAX vs. FXAIX - Volatility Comparison
The current volatility for LKCM Balanced Fund (LKBAX) is 2.75%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that LKBAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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