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FBONX vs STFBX
FBONX vs STFBX Comparison
Open Charts FBONX vs STFBX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
State Farm Balanced
Price$97.94
Change+$0.46 (+0.47%)
VolumeN/A
Net Assets2.72B
FBONX vs STFBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. STFBX (2.72B). STFBX (2.14) and FBONX (2.14) have matching dividends . 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. STFBX annual gain was more profitable for investors over the last year : 12.27 vs. FBONX (11.66). FBONX return over 5 years is better than : 39.41 vs. STFBX (27.45).
| 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 | 2.481 | 3.307 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.72B | 9,919% |
| Annual Yield % from dividends | 2.14 | 2.14 | 100% |
| Returns for 1 year | 11.66 | 12.27 | 95% |
| Returns for 3 years | 37.96 | 27.01 | 141% |
| Returns for 5 years | 39.41 | 27.45 | 144% |
| Returns for 10 years | N/A | 102.64 | - |
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