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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
State Farm Balanced
Price$84.36
Change+$1.10 (+1.32%)
VolumeN/A
Net Assets2.27B
RLBAX vs STFBX Comparison Chart
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RLBAX 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 RLBAX is a Buy and STFBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 227B vs. STFBX (2.27B). STFBX pays higher dividends than RLBAX: STFBX (2.37) vs RLBAX (1.27). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (57 years). RLBAX (1.33) is less costly to investors than STFBX (0.18). RLBAX is a more actively managed with annual turnover of: 171.00 vs. STFBX (19.00). RLBAX (250) and STFBX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 3.37 vs. STFBX (-2.35). STFBX (32.13) and RLBAX (31.54) have equivalent 5 years return.
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | 1.33 | 0.14 | 950% |
| Annual Report Gross Expense Ratio | 1.33 | 0.18 | 739% |
| Fund Existence | 23 years | 57 years | - |
| Gain YTD | -1.759 | -5.547 | 32% |
| 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 | 1.27 | 2.37 | 54% |
| Returns for 1 year | 3.37 | -2.35 | -144% |
| Returns for 3 years | 12.43 | 5.02 | 247% |
| Returns for 5 years | 31.54 | 32.13 | 98% |
| Returns for 10 years | 41.03 | 44.79 | 92% |
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