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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
State Farm Balanced
Price$95.17
Change+$0.07 (+0.07%)
VolumeN/A
Net Assets2.56B
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. STFBX (2.56B). STFBX pays higher dividends than FBONX: STFBX (2.18) vs FBONX (2.05). FBONX was incepted earlier than STFBX: FBONX (5 years) vs STFBX (58 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 : 12.07 vs. STFBX (6.05).
| 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 | 58 years | - |
| Gain YTD | 12.023 | 9.143 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.56B | 10,101% |
| Annual Yield % from dividends | 2.05 | 2.18 | 94% |
| Returns for 1 year | 12.07 | 6.05 | 200% |
| Returns for 3 years | 39.46 | 25.20 | 157% |
| Returns for 5 years | N/A | 33.81 | - |
| Returns for 10 years | N/A | 77.75 | - |
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