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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
State Farm Balanced
Price$84.36
Change+$1.10 (+1.32%)
VolumeN/A
Net Assets2.27B
FBONX vs STFBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. STFBX (2.27B). STFBX (2.37) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than STFBX: FBONX (4 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: 171.00 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 : 1.94 vs. STFBX (-2.35).
| FBONX | STFBX | FBONX / STFBX | |
| Total Expense Ratio | 0.30 | 0.14 | 214% |
| Annual Report Gross Expense Ratio | 0.30 | 0.18 | 167% |
| Fund Existence | 4 years | 57 years | - |
| Gain YTD | -3.710 | -5.547 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 2.27B | 9,982% |
| Annual Yield % from dividends | 2.26 | 2.37 | 95% |
| Returns for 1 year | 1.94 | -2.35 | -83% |
| Returns for 3 years | 14.20 | 5.02 | 283% |
| Returns for 5 years | N/A | 32.13 | - |
| Returns for 10 years | N/A | 44.79 | - |
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