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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
State Farm Balanced
Price$98.92
Change-$1.13 (-1.13%)
VolumeN/A
Net Assets2.64B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. STFBX (2.64B). STFBX pays higher dividends than FBAFX: STFBX (2.08) vs FBAFX (1.94). 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 : 10.25 vs. STFBX (5.82). FBAFX return over 5 years is better than : 44.98 vs. STFBX (36.60).
| 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 | 16.503 | 14.740 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.64B | 10,193% |
| Annual Yield % from dividends | 1.94 | 2.08 | 93% |
| Returns for 1 year | 10.25 | 5.82 | 176% |
| Returns for 3 years | 45.39 | 31.91 | 142% |
| Returns for 5 years | 44.98 | 36.60 | 123% |
| Returns for 10 years | N/A | 83.01 | - |
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