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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$38.17
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
State Farm Balanced
Price$96.04
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets2.59B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Sep 18, 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: 263B vs. STFBX (2.59B). STFBX pays higher dividends than RLBAX: STFBX (2.18) vs RLBAX (1.15). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (58 years). RLBAX (1.31) is less costly to investors than STFBX (0.18). RLBAX is a more actively managed with annual turnover of: 44.00 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 : 8.68 vs. STFBX (4.26). RLBAX return over 5 years is better than : 38.76 vs. STFBX (36.38).
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | 1.31 | 0.14 | 936% |
| Annual Report Gross Expense Ratio | 1.31 | 0.18 | 728% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 12.515 | 10.175 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.59B | 10,170% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 8.68 | 4.26 | 204% |
| Returns for 3 years | 40.17 | 31.30 | 128% |
| Returns for 5 years | 38.76 | 36.38 | 107% |
| Returns for 10 years | 71.09 | 79.54 | 89% |
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