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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$36.16
Change+$0.11 (+0.31%)
VolumeN/A
CapitalizationN/A
State Farm Balanced
Price$97.37
Change+$0.34 (+0.35%)
VolumeN/A
CapitalizationN/A
RLBAX vs STFBX Comparison Chart
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RLBAX vs. STFBX commentary
Nov 23, 2024
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 StrongBuy and STFBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. STFBX (2.52B). STFBX pays higher dividends than RLBAX: STFBX (2.14) vs RLBAX (1.59). RLBAX was incepted earlier than STFBX: RLBAX (23 years) vs STFBX (57 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. STFBX (38.00). RLBAX (250) and STFBX (250) have matching initial minimum investment requirements. RLBAX annual gain was more profitable for investors over the last year : 19.90 vs. STFBX (15.21). STFBX return over 5 years is better than : 43.00 vs. RLBAX (32.28).
| RLBAX | STFBX | RLBAX / STFBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 57 years | - |
| Gain YTD | 14.152 | 16.536 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.52B | 9,441% |
| Annual Yield % from dividends | 1.59 | 2.14 | 74% |
| Returns for 1 year | 19.90 | 15.21 | 131% |
| Returns for 3 years | 10.27 | 8.95 | 115% |
| Returns for 5 years | 32.28 | 43.00 | 75% |
| Returns for 10 years | 44.94 | 68.55 | 66% |
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