State Farm Balanced Fund (STFBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STFBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STFBX
STFBX charges 0.14% annually. There are 49 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | STFBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | STFBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | STFBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | STFBX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | STFBX vs VTMFX |
Best Risk-Adjusted Alternatives to STFBX
STFBX has a PortfoliosLab risk / return rank of 90. There are 13 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | STFBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | STFBX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | STFBX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | STFBX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | STFBX vs AYBLX |
Top Performing STFBX Alternatives (YTD)
STFBX is at 10.25% YTD. There are 93 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | STFBX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | STFBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | STFBX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | STFBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | STFBX vs TIBIX |
Lowest Volatility Alternatives to STFBX
STFBX has 8.73% 1-year volatility. There are 277 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | STFBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | STFBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | STFBX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | STFBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | STFBX vs CSTAX |
Lowest Drawdown Alternatives to STFBX
STFBX has a 1-year max drawdown of -6.69%. There are 317 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | STFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | STFBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | STFBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | STFBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | STFBX vs CSTAX |
Other Mutual Funds from State Farm
The 3 most viewed State Farm mutual funds shown here include STFGX, SFBDX, SFITX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Farm Growth Fund | Large Cap Blend Equities | 89 | 13.91% | — | Mar 1968 | STFBX vs STFGX | |
| State Farm Municipal Bond Fund | Municipal Bonds | 67 | 0.82% | — | Oct 1977 | STFBX vs SFBDX | |
| State Farm Interim Fund | Government Bonds | 37 | 0.19% | — | Oct 1977 | STFBX vs SFITX |
Often Compared With STFBX
Investors most often compare STFBX with BALFX, FBALX, VBIAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare STFBX with Any Fund or Stock
Compare STFBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STFBX with funds that move differently
State Farm Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STFBX.
Explore STFBX Diversifiers