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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
State Farm Balanced
Price$95.56
Change+$0.30 (+0.31%)
VolumeN/A
Net Assets2.68B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. STFBX (2.68B). STFBX pays higher dividends than FBAFX: STFBX (2.05) vs FBAFX (1.90). 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 : 9.38 vs. STFBX (7.88). FBAFX return over 5 years is better than : 38.07 vs. STFBX (26.38).
| 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 | 10.851 | 9.591 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.68B | 10,049% |
| Annual Yield % from dividends | 1.90 | 2.05 | 93% |
| Returns for 1 year | 9.38 | 7.88 | 119% |
| Returns for 3 years | 38.63 | 26.87 | 144% |
| Returns for 5 years | 38.07 | 26.38 | 144% |
| Returns for 10 years | N/A | 89.88 | - |
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