Interact to see
Advertisement
Advertisement
FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$38.52
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
State Farm Balanced
Price$96.04
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets2.59B
FBAFX vs STFBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. STFBX (2.59B). STFBX pays higher dividends than FBAFX: STFBX (2.18) vs FBAFX (2.01). 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 : 9.88 vs. STFBX (4.26).
| 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 | 13.412 | 10.175 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.59B | 10,170% |
| Annual Yield % from dividends | 2.01 | 2.18 | 92% |
| Returns for 1 year | 9.88 | 4.26 | 232% |
| Returns for 3 years | 45.07 | 31.30 | 144% |
| Returns for 5 years | N/A | 36.38 | - |
| Returns for 10 years | N/A | 79.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement