STFBX vs. VBIAX
Compare and contrast key facts about State Farm Balanced Fund (STFBX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
STFBX is managed by State Farm. It was launched on Mar 13, 1968. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
STFBX vs. VBIAX - Performance Comparison
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STFBX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STFBX State Farm Balanced Fund | 0.05% | 15.62% | 14.84% | 13.61% | -10.23% | 17.54% | 13.67% | 21.42% | -3.54% | 11.41% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.43% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 13.89% |
Returns By Period
In the year-to-date period, STFBX achieves a 0.05% return, which is significantly higher than VBIAX's -2.43% return. Over the past 10 years, STFBX has outperformed VBIAX with an annualized return of 9.63%, while VBIAX has yielded a comparatively lower 8.97% annualized return.
STFBX
- 1D
- 2.00%
- 1M
- -4.04%
- YTD
- 0.05%
- 6M
- 3.51%
- 1Y
- 18.10%
- 3Y*
- 13.62%
- 5Y*
- 8.61%
- 10Y*
- 9.63%
VBIAX
- 1D
- 1.84%
- 1M
- -3.62%
- YTD
- -2.43%
- 6M
- -0.89%
- 1Y
- 12.55%
- 3Y*
- 12.24%
- 5Y*
- 6.52%
- 10Y*
- 8.97%
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STFBX vs. VBIAX - Expense Ratio Comparison
STFBX has a 0.14% expense ratio, which is higher than VBIAX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
STFBX vs. VBIAX — Risk / Return Rank
STFBX
VBIAX
STFBX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
| STFBX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.14 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.70 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.71 | +0.11 |
Martin ratioReturn relative to average drawdown | 8.54 | 8.03 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STFBX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.14 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.80 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.61 | +0.17 |
Correlation
The correlation between STFBX and VBIAX is 0.93, 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.
Dividends
STFBX vs. VBIAX - Dividend Comparison
STFBX's dividend yield for the trailing twelve months is around 7.17%, more than VBIAX's 5.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFBX State Farm Balanced Fund | 7.17% | 7.17% | 9.73% | 7.13% | 1.08% | 9.49% | 2.75% | 2.70% | 3.45% | 2.86% | 2.88% | 10.94% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.74% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
STFBX vs. VBIAX - Drawdown Comparison
The maximum STFBX drawdown since its inception was -31.11%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for STFBX and VBIAX.
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Drawdown Indicators
| STFBX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.11% | -35.90% | +4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.17% | -7.78% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.94% | -21.53% | +4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -22.74% | -22.78% | +0.04% |
Current DrawdownCurrent decline from peak | -4.83% | -4.10% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -4.47% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.66% | +0.35% |
Volatility
STFBX vs. VBIAX - Volatility Comparison
State Farm Balanced Fund (STFBX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 3.84% and 3.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STFBX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 3.71% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 6.20% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 11.39% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.39% | 11.05% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.46% | 11.18% | +0.28% |