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RLBAX vs STFBX
RLBAX vs STFBX Comparison
Open Charts RLBAX vs STFBX
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
State Farm Balanced
Price$97.46
Change-$0.26 (-0.27%)
VolumeN/A
Net Assets2.62B
RLBAX vs STFBX Comparison Chart in %
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RLBAX vs. STFBX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. STFBX (2.62B). STFBX pays higher dividends than RLBAX: STFBX (2.13) vs RLBAX (1.10). 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 : 9.12 vs. STFBX (5.09). RLBAX (38.04) and STFBX (37.24) have equivalent 5 years return.
| 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 | 13.770 | 12.068 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.62B | 10,145% |
| Annual Yield % from dividends | 1.10 | 2.13 | 52% |
| Returns for 1 year | 9.12 | 5.09 | 179% |
| Returns for 3 years | 47.98 | 38.62 | 124% |
| Returns for 5 years | 38.04 | 37.24 | 102% |
| Returns for 10 years | 68.72 | 78.45 | 88% |
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