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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
State Farm Balanced
Price$83.88
Change-$2.81 (-3.24%)
VolumeN/A
Net Assets2.38B
RLBAX vs STFBX Comparison Chart
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RLBAX 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 RLBAX is a Hold and STFBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. STFBX (2.38B). 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 : 0.57 vs. STFBX (-0.60). STFBX return over 5 years is better than : 47.52 vs. RLBAX (41.60).
| 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 | -2.348 | -1.656 | 142% |
| 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 | 1.27 | 2.37 | 54% |
| Returns for 1 year | 0.57 | -0.60 | -94% |
| Returns for 3 years | 7.24 | 5.57 | 130% |
| Returns for 5 years | 41.60 | 47.52 | 88% |
| Returns for 10 years | 41.83 | 52.42 | 80% |
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