Correlation
The correlation between STFBX and FAIGX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
STFBX vs. FAIGX
Compare and contrast key facts about State Farm Balanced Fund (STFBX) and Fidelity Advisor Balanced Fund Class M (FAIGX).
STFBX is managed by State Farm. It was launched on Mar 13, 1968. FAIGX is managed by Fidelity. It was launched on Jan 6, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFBX or FAIGX.
Performance
STFBX vs. FAIGX - Performance Comparison
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Key characteristics
Returns By Period
STFBX
0.03%
3.42%
-2.61%
7.56%
8.96%
10.85%
8.34%
FAIGX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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STFBX vs. FAIGX - Expense Ratio Comparison
STFBX has a 0.14% expense ratio, which is lower than FAIGX's 1.06% expense ratio.
Risk-Adjusted Performance
STFBX vs. FAIGX — Risk-Adjusted Performance Rank
STFBX
FAIGX
STFBX vs. FAIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) and Fidelity Advisor Balanced Fund Class M (FAIGX). 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. FAIGX - Dividend Comparison
STFBX's dividend yield for the trailing twelve months is around 9.73%, while FAIGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFBX State Farm Balanced Fund | 9.73% | 9.73% | 7.13% | 1.90% | 9.49% | 2.75% | 2.70% | 3.46% | 2.86% | 2.88% | 10.95% | 2.57% |
FAIGX Fidelity Advisor Balanced Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% | 4.19% | 0.00% | 0.00% |
Drawdowns
STFBX vs. FAIGX - Drawdown Comparison
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Volatility
STFBX vs. FAIGX - Volatility Comparison
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