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CLBCX vs STFBX
CLBCX vs STFBX Comparison
Open Charts CLBCX vs STFBX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
State Farm Balanced
Price$98.28
Change-$0.23 (-0.23%)
VolumeN/A
Net Assets2.63B
CLBCX vs STFBX Comparison Chart in %
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CLBCX vs. STFBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. STFBX (2.63B). STFBX pays higher dividends than CLBCX: STFBX (2.08) vs CLBCX (1.04). 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 : 7.99 vs. STFBX (4.78). CLBCX (34.64) and STFBX (34.20) 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 | 12.947 | 12.974 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2.63B | 10,049% |
| Annual Yield % from dividends | 1.04 | 2.08 | 50% |
| Returns for 1 year | 7.99 | 4.78 | 167% |
| Returns for 3 years | 38.12 | 29.40 | 130% |
| Returns for 5 years | 34.64 | 34.20 | 101% |
| Returns for 10 years | 69.55 | 77.19 | 90% |