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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
State Farm Balanced
Price$98.92
Change-$1.13 (-1.13%)
VolumeN/A
Net Assets2.64B
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. STFBX (2.64B). STFBX pays higher dividends than FBONX: STFBX (2.08) vs FBONX (1.97). 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 : 9.08 vs. STFBX (5.82). FBONX return over 5 years is better than : 43.48 vs. STFBX (36.60).
| 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 | 15.092 | 14.740 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.64B | 10,193% |
| Annual Yield % from dividends | 1.97 | 2.08 | 95% |
| Returns for 1 year | 9.08 | 5.82 | 156% |
| Returns for 3 years | 44.58 | 31.91 | 140% |
| Returns for 5 years | 43.48 | 36.60 | 119% |
| Returns for 10 years | N/A | 83.01 | - |
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