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RAMHX vs STFBX
RAMHX vs STFBX Comparison
Open Charts RAMHX vs STFBX
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
State Farm Balanced
Price$83.88
Change-$2.81 (-3.24%)
VolumeN/A
Net Assets2.38B
RAMHX vs STFBX Comparison Chart
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RAMHX vs. STFBX commentary
Apr 04, 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 Hold and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. STFBX (2.38B). 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 : 0.88 vs. STFBX (-0.60). STFBX return over 5 years is better than : 47.52 vs. RAMHX (43.40).
| 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 | -2.267 | -1.656 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 2.38B | 9,878% |
| Annual Yield % from dividends | 1.54 | 2.37 | 65% |
| Returns for 1 year | 0.88 | -0.60 | -146% |
| Returns for 3 years | 8.00 | 5.57 | 144% |
| Returns for 5 years | 43.40 | 47.52 | 91% |
| Returns for 10 years | 43.77 | 52.42 | 84% |
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