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CLBCX vs STFBX
CLBCX vs STFBX Comparison
Open Charts CLBCX vs STFBX
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
State Farm Balanced
Price$97.46
Change-$0.26 (-0.27%)
VolumeN/A
Net Assets2.62B
CLBCX vs STFBX Comparison Chart in %
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CLBCX vs. STFBX commentary
Oct 08, 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 CLBCX is a Hold and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. STFBX (2.62B). STFBX pays higher dividends than CLBCX: STFBX (2.13) vs CLBCX (1.06). CLBCX was incepted earlier than STFBX: CLBCX (24 years) vs STFBX (58 years). CLBCX (1.35) is less costly to investors than STFBX (0.18). CLBCX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). CLBCX (250) and STFBX (250) have matching initial minimum investment requirements. CLBCX annual gain was more profitable for investors over the last year : 9.14 vs. STFBX (5.09). CLBCX (38.91) and STFBX (37.24) have equivalent 5 years return.
| CLBCX | STFBX | CLBCX / STFBX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.35 | 0.18 | 750% |
| Fund Existence | 24 years | 58 years | - |
| Gain YTD | 13.736 | 12.068 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.62B | 10,145% |
| Annual Yield % from dividends | 1.06 | 2.13 | 50% |
| Returns for 1 year | 9.14 | 5.09 | 179% |
| Returns for 3 years | 48.45 | 38.62 | 125% |
| Returns for 5 years | 38.91 | 37.24 | 104% |
| Returns for 10 years | 75.43 | 78.45 | 96% |
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