STFBX vs. BALFX
Compare and contrast key facts about State Farm Balanced Fund (STFBX) and American Funds American Balanced Fund (BALFX).
STFBX is managed by State Farm. It was launched on Mar 13, 1968. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFBX or BALFX.
Correlation
The correlation between STFBX and BALFX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
STFBX vs. BALFX - Performance Comparison
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Key characteristics
STFBX:
-0.01
BALFX:
0.45
STFBX:
0.13
BALFX:
0.74
STFBX:
1.02
BALFX:
1.11
STFBX:
0.02
BALFX:
0.47
STFBX:
0.06
BALFX:
1.48
STFBX:
6.99%
BALFX:
4.24%
STFBX:
15.17%
BALFX:
12.70%
STFBX:
-29.99%
BALFX:
-39.25%
STFBX:
-10.56%
BALFX:
-4.90%
Returns By Period
In the year-to-date period, STFBX achieves a -0.86% return, which is significantly lower than BALFX's 1.94% return. Both investments have delivered pretty close results over the past 10 years, with STFBX having a 4.85% annualized return and BALFX not far ahead at 5.09%.
STFBX
-0.86%
6.07%
-8.93%
-0.20%
7.04%
4.85%
BALFX
1.94%
5.35%
-4.17%
5.66%
7.50%
5.09%
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STFBX vs. BALFX - Expense Ratio Comparison
STFBX has a 0.14% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Risk-Adjusted Performance
STFBX vs. BALFX — Risk-Adjusted Performance Rank
STFBX
BALFX
STFBX vs. BALFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) and American Funds American Balanced Fund (BALFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
STFBX vs. BALFX - Dividend Comparison
STFBX's dividend yield for the trailing twelve months is around 9.82%, more than BALFX's 2.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFBX State Farm Balanced Fund | 9.82% | 9.73% | 9.17% | 1.90% | 9.49% | 2.75% | 2.70% | 3.45% | 2.86% | 2.88% | 10.94% | 2.57% |
BALFX American Funds American Balanced Fund | 2.01% | 2.04% | 2.31% | 1.63% | 1.13% | 1.28% | 1.85% | 2.02% | 1.71% | 1.71% | 2.41% | 8.08% |
Drawdowns
STFBX vs. BALFX - Drawdown Comparison
The maximum STFBX drawdown since its inception was -29.99%, smaller than the maximum BALFX drawdown of -39.25%. Use the drawdown chart below to compare losses from any high point for STFBX and BALFX. For additional features, visit the drawdowns tool.
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Volatility
STFBX vs. BALFX - Volatility Comparison
State Farm Balanced Fund (STFBX) has a higher volatility of 4.19% compared to American Funds American Balanced Fund (BALFX) at 3.44%. This indicates that STFBX's price experiences larger fluctuations and is considered to be riskier than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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