STFBX vs. VBIAX

The year-to-date returns for both stocks are quite close, with STFBX having a -3.02% return and VBIAX slightly lower at -3.05%. Over the past 10 years, STFBX has underperformed VBIAX with an annualized return of 4.70%, while VBIAX has yielded a comparatively higher 7.64% annualized return.

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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%.

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.

The current STFBX Sharpe Ratio is -0.16, which is lower than the VBIAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of STFBX and VBIAX, 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 2.57%, less than VBIAX's 6.47% yield.

The maximum STFBX drawdown since its inception was -29.99%, 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. For additional features, visit the drawdowns tool.