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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
State Farm Balanced
Price$93.78
Change-$0.20 (-0.21%)
VolumeN/A
Net Assets2.54B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. STFBX (2.54B). STFBX pays higher dividends than FBAFX: STFBX (2.23) vs FBAFX (2.04). 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 : 8.23 vs. STFBX (3.12).
| 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 | 9.918 | 7.549 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.54B | 10,095% |
| Annual Yield % from dividends | 2.04 | 2.23 | 92% |
| Returns for 1 year | 8.23 | 3.12 | 264% |
| Returns for 3 years | 31.57 | 19.04 | 166% |
| Returns for 5 years | N/A | 32.79 | - |
| Returns for 10 years | N/A | 69.40 | - |