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FBAFX vs STFBX
FBAFX vs STFBX Comparison
Open Charts FBAFX vs STFBX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
State Farm Balanced
Price$97.43
Change+$0.24 (+0.25%)
VolumeN/A
Net Assets2.6B
FBAFX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. STFBX (2.6B). STFBX pays higher dividends than FBAFX: STFBX (2.13) vs FBAFX (1.97). 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 : 8.96 vs. STFBX (2.79).
| 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 | 14.855 | 11.735 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.6B | 10,181% |
| Annual Yield % from dividends | 1.97 | 2.13 | 92% |
| Returns for 1 year | 8.96 | 2.79 | 321% |
| Returns for 3 years | 52.50 | 35.44 | 148% |
| Returns for 5 years | N/A | 35.54 | - |
| Returns for 10 years | N/A | 77.68 | - |
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