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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
State Farm Balanced
Price$98.28
Change-$0.23 (-0.23%)
VolumeN/A
Net Assets2.63B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. STFBX (2.63B). STFBX pays higher dividends than FBAFX: STFBX (2.08) vs FBAFX (1.94). FBAFX was incepted earlier than STFBX: FBAFX (5 years) vs STFBX (58 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 : 9.27 vs. STFBX (4.78). FBAFX return over 5 years is better than : 42.37 vs. STFBX (34.20).
| 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 | 58 years | - |
| Gain YTD | 14.295 | 12.974 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.63B | 10,011% |
| Annual Yield % from dividends | 1.94 | 2.08 | 93% |
| Returns for 1 year | 9.27 | 4.78 | 194% |
| Returns for 3 years | 42.83 | 29.40 | 146% |
| Returns for 5 years | 42.37 | 34.20 | 124% |
| Returns for 10 years | N/A | 77.19 | - |
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