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RAMHX vs STFBX
RAMHX vs STFBX Comparison
Open Charts RAMHX vs STFBX
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
State Farm Balanced
Price$84.36
Change+$1.10 (+1.32%)
VolumeN/A
Net Assets2.27B
RAMHX vs STFBX Comparison Chart
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RAMHX vs. STFBX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RAMHX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 227B vs. STFBX (2.27B). STFBX pays higher dividends than RAMHX: STFBX (2.37) vs RAMHX (1.54). RAMHX was incepted earlier than STFBX: RAMHX (11 years) vs STFBX (57 years). RAMHX (1.04) is less costly to investors than STFBX (0.18). RAMHX is a more actively managed with annual turnover of: 171.00 vs. STFBX (19.00). RAMHX (250) and STFBX (250) have matching initial minimum investment requirements. RAMHX annual gain was more profitable for investors over the last year : 3.68 vs. STFBX (-2.35). RAMHX (33.13) and STFBX (32.13) have equivalent 5 years return.
| RAMHX | STFBX | RAMHX / STFBX | |
| Total Expense Ratio | 1.04 | 0.14 | 743% |
| Annual Report Gross Expense Ratio | 1.04 | 0.18 | 578% |
| Fund Existence | 11 years | 57 years | - |
| Gain YTD | -1.680 | -5.547 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 2.27B | 9,982% |
| Annual Yield % from dividends | 1.54 | 2.37 | 65% |
| Returns for 1 year | 3.68 | -2.35 | -157% |
| Returns for 3 years | 13.20 | 5.02 | 263% |
| Returns for 5 years | 33.13 | 32.13 | 103% |
| Returns for 10 years | 42.97 | 44.79 | 96% |