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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
State Farm Balanced
Price$89.72
Change+$0.54 (+0.61%)
VolumeN/A
Net Assets2.43B
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. STFBX (2.43B). STFBX pays higher dividends than FBONX: STFBX (2.32) vs FBONX (2.18). FBONX was incepted earlier than STFBX: FBONX (5 years) vs STFBX (57 years). FBONX (0.30) is less costly to investors than STFBX (0.18). FBONX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). FBONX (250) and STFBX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 7.71 vs. STFBX (-0.32).
| FBONX | STFBX | FBONX / STFBX | |
| Total Expense Ratio | 0.30 | 0.14 | 214% |
| Annual Report Gross Expense Ratio | 0.30 | 0.18 | 167% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 6.887 | 2.274 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 2.43B | 10,193% |
| Annual Yield % from dividends | 2.18 | 2.32 | 94% |
| Returns for 1 year | 7.71 | -0.32 | -2,382% |
| Returns for 3 years | 34.91 | 21.88 | 160% |
| Returns for 5 years | N/A | 37.31 | - |
| Returns for 10 years | N/A | 60.89 | - |
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