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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
State Farm Balanced
Price$89.04
Change+$0.59 (+0.67%)
VolumeN/A
Net Assets2.39B
FBAFX vs STFBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. STFBX (2.39B). STFBX pays higher dividends than FBAFX: STFBX (2.32) vs FBAFX (2.14). FBAFX was incepted earlier than STFBX: FBAFX (5 years) vs STFBX (57 years). FBAFX (0.34) is less costly to investors than STFBX (0.18). FBAFX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). FBAFX (250) and STFBX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. STFBX (-0.77).
| FBAFX | STFBX | FBAFX / STFBX | |
| Total Expense Ratio | 0.34 | 0.14 | 243% |
| Annual Report Gross Expense Ratio | 0.34 | 0.18 | 189% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 4.817 | 0.340 | 1,415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.39B | 10,155% |
| Annual Yield % from dividends | 2.14 | 2.32 | 92% |
| Returns for 1 year | 7.40 | -0.77 | -966% |
| Returns for 3 years | 24.45 | 13.50 | 181% |
| Returns for 5 years | N/A | 30.16 | - |
| Returns for 10 years | N/A | 56.02 | - |
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