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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
State Farm Balanced
Price$89.16
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets2.41B
FBONX vs STFBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. STFBX (2.41B). STFBX pays higher dividends than FBONX: STFBX (2.32) vs FBONX (2.18). 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 : 5.58 vs. STFBX (-1.27).
| 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 | 4.568 | 1.146 | 399% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.41B | 10,133% |
| Annual Yield % from dividends | 2.18 | 2.32 | 94% |
| Returns for 1 year | 5.58 | -1.27 | -440% |
| Returns for 3 years | 34.82 | 23.67 | 147% |
| Returns for 5 years | N/A | 35.26 | - |
| Returns for 10 years | N/A | 56.51 | - |
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