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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$34.15
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets232.27B
State Farm Balanced
Price$85.43
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets2.33B
FBAFX vs STFBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 232B vs. STFBX (2.33B). STFBX pays higher dividends than FBAFX: STFBX (2.39) vs FBAFX (2.22). 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 : 6.81 vs. STFBX (0.66).
| 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 | -0.153 | -3.029 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 2.33B | 9,949% |
| Annual Yield % from dividends | 2.22 | 2.39 | 93% |
| Returns for 1 year | 6.81 | 0.66 | 1,034% |
| Returns for 3 years | 20.74 | 10.19 | 203% |
| Returns for 5 years | N/A | 35.56 | - |
| Returns for 10 years | N/A | 48.54 | - |
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