STFBX vs. FBALX

In the year-to-date period, STFBX achieves a -0.86% return, which is significantly lower than FBALX's -0.12% return. Over the past 10 years, STFBX has outperformed FBALX with an annualized return of 4.85%, while FBALX has yielded a comparatively lower 4.52% annualized return.

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STFBX has a 0.14% expense ratio, which is lower than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) and Fidelity Balanced Fund (FBALX). 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.

The current STFBX Sharpe Ratio is -0.01, which is lower than the FBALX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of STFBX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STFBX's dividend yield for the trailing twelve months is around 9.82%, more than FBALX's 1.84% yield.

The maximum STFBX drawdown since its inception was -29.99%, smaller than the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for STFBX and FBALX. For additional features, visit the drawdowns tool.

State Farm Balanced Fund (STFBX) has a higher volatility of 4.19% compared to Fidelity Balanced Fund (FBALX) at 3.89%. This indicates that STFBX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.