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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
State Farm Balanced
Price$93.14
Change+$0.23 (+0.25%)
VolumeN/A
Net Assets2.53B
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. STFBX (2.53B). STFBX pays higher dividends than FBONX: STFBX (2.28) vs FBONX (2.10). FBONX was incepted earlier than STFBX: FBONX (5 years) vs STFBX (57 years). FBONX (0.30) is less costly to investors than STFBX (0.18). FBONX is a more actively managed with annual turnover of: 44.00 vs. STFBX (19.00). FBONX (250) and STFBX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 10.59 vs. STFBX (4.41).
| FBONX | STFBX | FBONX / STFBX | |
| Total Expense Ratio | 0.30 | 0.14 | 214% |
| Annual Report Gross Expense Ratio | 0.30 | 0.18 | 167% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 9.205 | 6.815 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.53B | 10,040% |
| Annual Yield % from dividends | 2.10 | 2.28 | 92% |
| Returns for 1 year | 10.59 | 4.41 | 240% |
| Returns for 3 years | 36.98 | 25.60 | 144% |
| Returns for 5 years | N/A | 36.18 | - |
| Returns for 10 years | N/A | 67.01 | - |
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