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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$36.90
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
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. STFBX (2.48B). STFBX pays higher dividends than FBONX: STFBX (2.28) vs FBONX (2.10). 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 : 7.36 vs. STFBX (-0.27).
| 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 | 8.296 | 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 | 2.10 | 2.28 | 92% |
| Returns for 1 year | 7.36 | -0.27 | -2,706% |
| Returns for 3 years | 38.36 | 26.16 | 147% |
| Returns for 5 years | N/A | 33.20 | - |
| Returns for 10 years | N/A | 62.31 | - |
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