LKEQX vs. LKBAX
Compare and contrast key facts about LKCM Equity Fund (LKEQX) and LKCM Balanced Fund (LKBAX).
LKEQX is managed by LKCM. It was launched on Jan 3, 1996. LKBAX is managed by LKCM. It was launched on Dec 29, 1997.
Performance
LKEQX vs. LKBAX - Performance Comparison
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LKEQX vs. LKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | -0.96% | 10.39% | 14.37% | 12.65% | -15.50% | 22.50% | 22.79% | 29.85% | -3.30% | 21.69% |
LKBAX LKCM Balanced Fund | -1.72% | 8.44% | 10.97% | 10.85% | -13.86% | 14.01% | 15.28% | 21.86% | -2.15% | 12.88% |
Returns By Period
In the year-to-date period, LKEQX achieves a -0.96% return, which is significantly higher than LKBAX's -1.72% return. Over the past 10 years, LKEQX has outperformed LKBAX with an annualized return of 11.65%, while LKBAX has yielded a comparatively lower 7.97% annualized return.
LKEQX
- 1D
- 2.70%
- 1M
- -6.48%
- YTD
- -0.96%
- 6M
- -2.23%
- 1Y
- 14.19%
- 3Y*
- 11.14%
- 5Y*
- 6.39%
- 10Y*
- 11.65%
LKBAX
- 1D
- 1.39%
- 1M
- -4.06%
- YTD
- -1.72%
- 6M
- -1.80%
- 1Y
- 6.67%
- 3Y*
- 8.68%
- 5Y*
- 4.45%
- 10Y*
- 7.97%
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LKEQX vs. LKBAX - Expense Ratio Comparison
Both LKEQX and LKBAX have an expense ratio of 0.80%.
Return for Risk
LKEQX vs. LKBAX — Risk / Return Rank
LKEQX
LKBAX
LKEQX vs. LKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Equity Fund (LKEQX) and LKCM Balanced Fund (LKBAX). 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.
| LKEQX | LKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.65 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.98 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.90 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.11 | 4.16 | +0.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LKEQX | LKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.65 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.41 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.67 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.56 | -0.05 |
Correlation
The correlation between LKEQX and LKBAX 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.
Dividends
LKEQX vs. LKBAX - Dividend Comparison
LKEQX's dividend yield for the trailing twelve months is around 8.36%, more than LKBAX's 6.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | 8.36% | 8.28% | 6.82% | 1.46% | 5.50% | 6.83% | 5.60% | 4.44% | 7.75% | 4.87% | 6.61% | 2.86% |
LKBAX LKCM Balanced Fund | 6.12% | 6.00% | 4.60% | 3.49% | 3.59% | 4.41% | 4.18% | 5.95% | 3.02% | 4.09% | 5.06% | 3.50% |
Drawdowns
LKEQX vs. LKBAX - Drawdown Comparison
The maximum LKEQX drawdown since its inception was -48.52%, which is greater than LKBAX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for LKEQX and LKBAX.
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Drawdown Indicators
| LKEQX | LKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.52% | -31.40% | -17.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -8.35% | -4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -22.63% | -19.63% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -30.15% | -26.04% | -4.11% |
Current DrawdownCurrent decline from peak | -6.48% | -4.09% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -4.30% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 1.80% | +1.15% |
Volatility
LKEQX vs. LKBAX - Volatility Comparison
LKCM Equity Fund (LKEQX) has a higher volatility of 5.20% compared to LKCM Balanced Fund (LKBAX) at 2.99%. This indicates that LKEQX's price experiences larger fluctuations and is considered to be riskier than LKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LKEQX | LKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 2.99% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 5.42% | +3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 10.76% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 10.88% | +4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 11.90% | +4.85% |