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 46 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | STFBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | STFBX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | STFBX vs FYMIX |
Best Risk-Adjusted Alternatives to STFBX
STFBX has a PortfoliosLab risk / return rank of 88. There are 31 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | STFBX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | STFBX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | STFBX vs FSRKX |
Top Performing STFBX Alternatives (YTD)
STFBX is at 9.09% YTD. There are 160 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | STFBX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | STFBX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | STFBX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | STFBX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | STFBX vs DGIFX |
Lowest Volatility Alternatives to STFBX
STFBX has 8.47% 1-year volatility. There are 309 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | STFBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | STFBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | STFBX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | STFBX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | STFBX vs CSTAX |
Lowest Drawdown Alternatives to STFBX
STFBX has a 1-year max drawdown of -6.69%. There are 319 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | STFBX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | STFBX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | STFBX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | STFBX vs FSRRX |
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 | 87 | 12.37% | — | Mar 1968 | STFBX vs STFGX | |
| State Farm Municipal Bond Fund | Municipal Bonds | 68 | 1.03% | — | Oct 1977 | STFBX vs SFBDX | |
| State Farm Interim Fund | Government Bonds | 30 | 0.09% | — | Oct 1977 | STFBX vs SFITX |
Often Compared With STFBX
Investors most often compare STFBX with BALFX, FBALX, VBIAX. These 20 comparison targets span 4 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