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$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
State Farm Balanced
Price$91.38
Change+$0.31 (+0.34%)
VolumeN/A
Net Assets2.49B
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: 252B vs. STFBX (2.49B). STFBX pays higher dividends than FBAFX: STFBX (2.28) vs FBAFX (2.06). FBAFX was incepted earlier than STFBX: FBAFX (5 years) vs STFBX (57 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 : 8.12 vs. STFBX (1.61).
| 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 | 57 years | - |
| Gain YTD | 8.217 | 4.797 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.49B | 10,129% |
| Annual Yield % from dividends | 2.06 | 2.28 | 91% |
| Returns for 1 year | 8.12 | 1.61 | 503% |
| Returns for 3 years | 37.19 | 25.58 | 145% |
| Returns for 5 years | N/A | 37.51 | - |
| Returns for 10 years | N/A | 64.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers