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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
State Farm Balanced
Price$91.60
Change+$0.27 (+0.30%)
VolumeN/A
Net Assets2.48B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. STFBX (2.48B). STFBX pays higher dividends than FBAFX: STFBX (2.28) vs FBAFX (2.06). 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 : 7.31 vs. STFBX (-0.27).
| 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 | 8.275 | 4.740 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.48B | 10,149% |
| Annual Yield % from dividends | 2.06 | 2.28 | 91% |
| Returns for 1 year | 7.31 | -0.27 | -2,691% |
| Returns for 3 years | 38.17 | 26.16 | 146% |
| Returns for 5 years | N/A | 33.20 | - |
| Returns for 10 years | N/A | 62.31 | - |
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